Bernardo Wealth Planning’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 | $50.9M | Buy |
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|
2025
Q1 | $43.8M | Buy |
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|
2024
Q4 | $44.3M | Buy |
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|
2024
Q3 | $42.6M | Buy |
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|
2024
Q2 | $38.3M | Sell |
|
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|
2024
Q1 | $37.1M | Buy |
|
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|
2023
Q4 | $31.1M | Buy |
|
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|
2023
Q3 | $17.1M | Buy |
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|
2023
Q2 | $17.5M | Sell |
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|
2023
Q1 | $16.6M | Buy |
|
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|
2022
Q4 | $15.1M | Buy |
|
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|
2022
Q3 | $14.7M | Buy |
|
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|
2022
Q2 | $14.8M | Sell |
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|
2022
Q1 | $17.9M | Buy |
|
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|
2021
Q4 | $17.4M | Sell |
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|
2021
Q3 | $15.8M | Sell |
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|
2021
Q2 | $15.8M | Buy |
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|
2021
Q1 | $14.4M | Sell |
|
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|
2020
Q4 | $14.1M | Sell |
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|
2020
Q3 | $16.4M | Buy |
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|
2020
Q2 | $14.5M | Buy |
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|
2020
Q1 | $11.8M | Buy |
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|
2019
Q4 | $1.91M | Buy |
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|
2019
Q3 | $1.2M | Buy |
|
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $958K | Buy |
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|
2018
Q4 | $779K | Buy |
|