Bellwether Advisors’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 | $35.9M | Buy |
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|
2025
Q1 | $32.3M | Sell |
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|
2024
Q4 | $35.2M | Sell |
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|
2024
Q3 | $34.6M | Buy |
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|
2024
Q2 | $32.8M | Sell |
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|
2024
Q1 | $31.6M | Buy |
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|
2023
Q4 | $28.7M | Sell |
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|
2023
Q3 | $26.3M | Buy |
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|
2023
Q2 | $26.7M | Sell |
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|
2023
Q1 | $24.7M | Sell |
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|
2022
Q4 | $24.6M | Sell |
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|
2022
Q3 | $23.5M | Sell |
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|
2022
Q2 | $27.2M | Sell |
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|
2022
Q1 | $38.6M | Buy |
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|
2021
Q4 | $40.4M | Sell |
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|
2021
Q3 | $36.6M | Sell |
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|
2021
Q2 | $37.4M | Buy |
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|
2021
Q1 | $34.6M | Buy |
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|
2020
Q4 | $32.3M | Buy |
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