Bluestem Financial Advisors’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 | $54.1M | Buy |
|
|||||
|
2025
Q2 | $49.3M | Sell |
|
|||||
|
2025
Q1 | $45.4M | Buy |
|
|||||
|
2024
Q4 | $47.3M | Buy |
|
|||||
|
2024
Q3 | $46.3M | Sell |
|
|||||
|
2024
Q2 | $44M | Sell |
|
|||||
|
2024
Q1 | $43.8M | Buy |
|
|||||
|
2023
Q4 | $36.4M | Sell |
|
|||||
|
2023
Q3 | $35.1M | Buy |
|
|||||
|
2023
Q2 | $35.5M | Sell |
|
|||||
|
2023
Q1 | $34M | Buy |
|
|||||
|
2022
Q4 | $30.6M | Sell |
|
|||||
|
2022
Q3 | $28.8M | Buy |
|
|||||
|
2022
Q2 | $29.3M | Buy |
|
|||||
|
2022
Q1 | $33.8M | Sell |
|
|||||
|
2021
Q4 | $36.1M | Sell |
|
|||||
|
2021
Q3 | $33.1M | Buy |
|
|||||
|
2021
Q2 | $32.7M | Sell |
|
|||||
|
2021
Q1 | $31.8M | Sell |
|
|||||
|
2020
Q4 | $31M | Buy |
|
|||||
|
2020
Q3 | $27.5M | Buy |
|
|||||
|
2020
Q2 | $25.3M | Buy |
|
|||||
|
2020
Q1 | $20.5M | Sell |
|
|||||
|
2019
Q4 | $26.4M | Buy |
|