Bond & Devick Financial Network’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 | $1.17M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.26M | Hold |
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|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $939K | Buy |
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|
2023
Q2 | $961K | Buy |
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|
2023
Q1 | $803K | Hold |
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|
2022
Q4 | $750K | Hold |
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|
2022
Q3 | $700K | Hold |
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|
2022
Q2 | $740K | Sell |
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|
2022
Q1 | $887K | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $936K | Buy |
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|
2020
Q4 | $692K | Buy |
|