Berkshire Money 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
Q3 | – | Sell |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $299K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $111K | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $284K | Hold |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $257K | Hold |
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|
2017
Q4 | $261K | Hold |
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|
2017
Q3 | $251K | Hold |
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|
2017
Q2 | $236K | Hold |
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|
2017
Q1 | $230K | Sell |
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|
2016
Q4 | $237K | Sell |
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|
2016
Q3 | $783K | Hold |
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|
2016
Q2 | $758K | Buy |
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