Braun-Bostich & Associates’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 | $246K | Hold |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $850K | Sell |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $109K | Buy |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $284K | Sell |
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|
2019
Q1 | $508K | Sell |
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|
2018
Q4 | $3.73M | Buy |
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|
2018
Q3 | $4.32M | Sell |
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|
2018
Q2 | $4.39M | Buy |
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|
2018
Q1 | $3.78M | Buy |
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|
2017
Q4 | $3.67M | Buy |
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