BG Investment Services’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
$13.9M Sell
2025
Q2
$13.6M Sell
2025
Q1
$27.3M Buy
2024
Q4
$26M Buy
2022
Q4
$25.5M Buy
2022
Q3
$22.8M Sell
2022
Q2
$24.9M Buy
2022
Q1
$29.1M Sell
2021
Q4
$40.6M Buy