Berkeley Inc’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 | $5.44M | Sell |
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|
2025
Q1 | $4.94M | Sell |
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|
2024
Q4 | $5.83M | Sell |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $5.49M | Sell |
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|
2024
Q1 | $5.6M | Sell |
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|
2023
Q4 | $5.17M | Sell |
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|
2023
Q3 | $4.69M | Buy |
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|
2023
Q2 | $4.84M | Buy |
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|
2023
Q1 | $4.44M | Sell |
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|
2022
Q4 | $4.17M | Buy |
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|
2022
Q3 | $3.88M | Sell |
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|
2022
Q2 | $4.59M | Buy |
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|
2022
Q1 | $5.3M | Buy |
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|
2021
Q4 | $5.54M | Sell |
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|
2021
Q3 | $5.07M | Buy |
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|
2021
Q2 | $5.03M | Buy |
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|
2021
Q1 | $4.64M | Buy |
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|
2020
Q4 | $4.27M | Buy |
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