BMM
Berkshire Money Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
407
-73
| -15% | -$45.3K | 0.03% | 88 |
|
|
2025
Q1 | $269K | Sell |
480
-92
| -16% | -$51.7K | 0.03% | 80 |
|
|
2024
Q4 | $336K | Buy |
+572
| New | +$336K | 0.04% | 66 |
|
|
2024
Q2 | – | Sell |
-568
| Closed | -$299K | – | 56 |
|
|
2024
Q1 | $299K | Buy |
+568
| New | +$299K | 0.04% | 66 |
|
|
2020
Q2 | – | Sell |
-428
| Closed | -$111K | – | 56 |
|
|
2020
Q1 | $111K | Sell |
428
-208
| -33% | -$53.9K | 0.03% | 45 |
|
|
2019
Q4 | $206K | Buy |
+636
| New | +$206K | 0.04% | 37 |
|
|
2019
Q1 | – | Sell |
-894
| Closed | -$225K | – | 30 |
|
|
2018
Q4 | $225K | Sell |
894
-76
| -8% | -$19.1K | 0.06% | 30 |
|
|
2018
Q3 | $284K | Hold |
970
| – | – | 0.06% | 23 |
|
|
2018
Q2 | $269K | Hold |
970
| – | – | 0.06% | 22 |
|
|
2018
Q1 | $257K | Hold |
970
| – | – | 0.06% | 26 |
|
|
2017
Q4 | $261K | Hold |
970
| – | – | 0.07% | 22 |
|
|
2017
Q3 | $251K | Hold |
970
| – | – | 0.07% | 23 |
|
|
2017
Q2 | $236K | Hold |
970
| – | – | 0.07% | 21 |
|
|
2017
Q1 | $230K | Sell |
970
-84
| -8% | -$19.9K | 0.07% | 20 |
|
|
2016
Q4 | $237K | Sell |
1,054
-2,546
| -71% | -$572K | 0.07% | 21 |
|
|
2016
Q3 | $783K | Hold |
3,600
| – | – | 0.24% | 19 |
|
|
2016
Q2 | $758K | Buy |
+3,600
| New | +$758K | 0.26% | 19 |
|