Bennett Selby Investments’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 | $942K | Hold |
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|
2025
Q2 | $874K | Hold |
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|
2025
Q1 | $791K | Hold |
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|
2024
Q4 | $829K | Hold |
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|
2024
Q3 | $812K | Hold |
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|
2024
Q2 | $771K | Hold |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $867K | Buy |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $569K | Hold |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $509K | Hold |
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|
2022
Q2 | $538K | Sell |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $715K | Sell |
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|
2021
Q3 | $654K | Hold |
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|
2021
Q2 | $653K | Sell |
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|
2021
Q1 | $614K | Sell |
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|
2020
Q4 | $631K | Buy |
|