BFSG LLC’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 | $5.78M | Sell |
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|
2025
Q1 | $5.35M | Sell |
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|
2024
Q4 | $6.01M | Sell |
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|
2024
Q3 | $6.46M | Sell |
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|
2024
Q2 | $6.45M | Sell |
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|
2024
Q1 | $8.36M | Sell |
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|
2023
Q4 | $7.7M | Sell |
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|
2023
Q3 | $6.97M | Sell |
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|
2023
Q2 | $7.54M | Sell |
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|
2023
Q1 | $8.01M | Sell |
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|
2022
Q4 | $7.66M | Buy |
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|
2022
Q3 | $6.46M | Sell |
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|
2022
Q2 | $6.92M | Sell |
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|
2022
Q1 | $8.51M | Sell |
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|
2021
Q4 | $9.44M | Sell |
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|
2021
Q3 | $8.73M | Sell |
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|
2021
Q2 | $8.78M | Sell |
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|
2021
Q1 | $8.89M | Sell |
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|
2020
Q4 | $9.33M | Sell |
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|
2020
Q3 | $8.54M | Sell |
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|
2020
Q2 | $8.08M | Sell |
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|
2020
Q1 | $6.79M | Sell |
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|
2019
Q4 | $8.53M | Buy |
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|
2019
Q3 | $7.09M | Buy |
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|
2019
Q2 | $6.57M | Buy |
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|
2019
Q1 | $6.21M | Buy |
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|
2018
Q4 | $5.35M | Buy |
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|
2018
Q3 | $5.73M | Buy |
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|
2018
Q2 | $5.13M | Buy |
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|
2018
Q1 | $4.77M | Buy |
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|
2017
Q4 | $4.79M | Buy |
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|
2017
Q3 | $4.47M | Buy |
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|
2017
Q2 | $4.29M | Buy |
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|
2017
Q1 | $3.95M | Buy |
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