Blue Bell Private Wealth Management’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 | $6.48M | Buy |
|
|||||
|
2025
Q1 | $5.52M | Buy |
|
|||||
|
2024
Q4 | $4.9M | Buy |
|
|||||
|
2024
Q3 | $4.73M | Sell |
|
|||||
|
2024
Q2 | $4.68M | Buy |
|
|||||
|
2024
Q1 | $4.47M | Sell |
|
|||||
|
2023
Q4 | $4.26M | Buy |
|
|||||
|
2023
Q3 | $2.93M | Sell |
|
|||||
|
2023
Q2 | $3.05M | Sell |
|
|||||
|
2023
Q1 | $2.88M | Sell |
|
|||||
|
2022
Q4 | $2.99M | Sell |
|
|||||
|
2022
Q3 | $3.39M | Sell |
|
|||||
|
2022
Q2 | $4.72M | Sell |
|
|||||
|
2022
Q1 | $7.66M | Sell |
|
|||||
|
2021
Q4 | $9.77M | Buy |
|
|||||
|
2021
Q3 | $5.59M | Buy |
|
|||||
|
2021
Q2 | $2.84M | Buy |
|
|||||
|
2021
Q1 | $2.43M | Sell |
|
|||||
|
2020
Q4 | $2.37M | Sell |
|
|||||
|
2020
Q3 | $2.27M | Sell |
|
|||||
|
2020
Q2 | $2.12M | Sell |
|
|||||
|
2020
Q1 | $2.71M | Sell |
|
|||||
|
2019
Q4 | $3.47M | Buy |
|
|||||
|
2019
Q3 | $2.99M | Buy |
|
|||||
|
2019
Q2 | $2.87M | Sell |
|
|||||
|
2019
Q1 | $2.96M | Buy |
|
|||||
|
2018
Q4 | $2.6M | Buy |
|
|||||
|
2018
Q3 | $2.59M | Sell |
|
|||||
|
2018
Q2 | $2.6M | Sell |
|
|||||
|
2018
Q1 | $2.89M | Buy |
|
|||||
|
2017
Q4 | $2.67M | Sell |
|
|||||
|
2017
Q3 | $3.03M | Sell |
|
|||||
|
2017
Q2 | $3.47M | Buy |
|
|||||
|
2017
Q1 | $2.81M | Buy |
|
|||||
|
2016
Q4 | $880K | Buy |
|
|||||
|
2016
Q3 | $727K | Buy |
|
|||||
|
2016
Q2 | $556K | Sell |
|
|||||
|
2016
Q1 | $580K | Sell |
|
|||||
|
2015
Q4 | $595K | Buy |
|
|||||
|
2015
Q3 | $464K | Sell |
|
|||||
|
2015
Q2 | $778K | Sell |
|
|||||
|
2015
Q1 | $957K | Sell |
|
|||||
|
2014
Q4 | $1.17M | Buy |
|
|||||
|
2014
Q3 | $923K | Sell |
|
|||||
|
2014
Q2 | $1.03M | Buy |
|
|||||
|
2014
Q1 | $801K | Hold |
|
|||||
|
2013
Q4 | $790K | Sell |
|
|||||
|
2013
Q3 | $1.1M | Buy |
|
|||||
|
2013
Q2 | $725K | Buy |
|