Blankinship & Foster’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 | $771K | Sell |
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|
2025
Q2 | $723K | Sell |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $813K | Hold |
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|
2024
Q3 | $797K | Hold |
|
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $784K | Sell |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $713K | Sell |
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|
2023
Q2 | $819K | Sell |
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|
2023
Q1 | $800K | Sell |
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|
2022
Q4 | $796K | Buy |
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|
2022
Q3 | $631K | Sell |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $943K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $990K | Sell |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $996K | Buy |
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|
2020
Q1 | $514K | Buy |
|