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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.7M | Sell |
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|
2025
Q4 | $13.9M | Sell |
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|
2025
Q3 | $13.9M | Sell |
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|
2025
Q2 | $13.6M | Sell |
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|
2025
Q1 | $27.3M | Buy |
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|
2024
Q4 | $26M | Buy |
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|
2022
Q4 | $25.5M | Buy |
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|
2022
Q3 | $22.8M | Sell |
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|
2022
Q2 | $24.9M | Buy |
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|
2022
Q1 | $29.1M | Sell |
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|
2021
Q4 | $40.6M | Buy |
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