Bellecapital’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Hold |
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|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $650K | Hold |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $834K | Hold |
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|
2023
Q3 | $750K | Sell |
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|
2023
Q2 | $883K | Sell |
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|
2023
Q1 | $912K | Sell |
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|
2022
Q4 | $908K | Sell |
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|
2022
Q3 | $862K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.5M | Hold |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.37M | Hold |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.34M | Hold |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.25M | Hold |
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|
2020
Q1 | $1.04M | Hold |
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|
2019
Q4 | $1.3M | Hold |
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|
2019
Q3 | $1.2M | Hold |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $997K | Buy |
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|
2018
Q4 | $820K | Sell |
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|
2018
Q3 | $986K | Buy |
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