Brio Consultants’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 | $579K | Buy |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $765K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $443K | Buy |
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|
2021
Q2 | $436K | Sell |
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|
2021
Q1 | $437K | Buy |
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|
2020
Q4 | $412K | Sell |
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|
2020
Q3 | $492K | Buy |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $721K | Sell |
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|
2019
Q4 | $908K | Buy |
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|
2019
Q3 | $836K | Sell |
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|
2019
Q2 | $836K | Buy |
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|
2019
Q1 | $786K | Sell |
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|
2018
Q4 | $1.12M | Buy |
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