Belpointe 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 | $27.5M | Buy |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $8.65M | Sell |
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|
2024
Q3 | $15.5M | Buy |
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|
2024
Q2 | $7.31M | Sell |
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|
2024
Q1 | $14.5M | Sell |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $8.14M | Buy |
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|
2023
Q2 | $4.67M | Sell |
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|
2023
Q1 | $13.2M | Buy |
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|
2022
Q4 | $7.18M | Buy |
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|
2022
Q3 | $6.17M | Buy |
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|
2022
Q2 | $5.67M | Buy |
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|
2022
Q1 | $6.5M | Buy |
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|
2021
Q4 | $4.87M | Buy |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.52M | Sell |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $3.32M | Buy |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.13M | Sell |
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|
2018
Q3 | $1.75M | Buy |
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|
2018
Q2 | $769K | Sell |
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|
2018
Q1 | $771K | Sell |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $833K | Buy |
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