Bellevue Asset Management’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
Q2 | $180K | Sell |
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|
2025
Q1 | $170K | Hold |
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|
2024
Q4 | $178K | Buy |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $97.3K | Hold |
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|
2023
Q4 | $88.4K | Hold |
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|
2023
Q3 | $79.4K | Hold |
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|
2023
Q2 | $82.5K | Hold |
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|
2023
Q1 | $76K | Hold |
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|
2022
Q4 | $70.5K | Hold |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $85K | Sell |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $95K | Hold |
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|
2021
Q1 | $88K | Hold |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $71K | Buy |
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