Brooks Moore & 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 | $968K | Sell |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $957K | Hold |
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|
2024
Q3 | $937K | Hold |
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|
2024
Q2 | $889K | Hold |
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|
2024
Q1 | $854K | Sell |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $998K | Sell |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $586K | Hold |
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|
2022
Q3 | $547K | Hold |
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|
2022
Q2 | $578K | Hold |
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|
2022
Q1 | $692K | Hold |
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|
2021
Q4 | $727K | Hold |
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|
2021
Q3 | $657K | Hold |
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|
2021
Q2 | $656K | Sell |
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|
2021
Q1 | $622K | Sell |
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|
2020
Q4 | $775K | Hold |
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|
2020
Q3 | $694K | Sell |
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|
2020
Q2 | $724K | Hold |
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|
2020
Q1 | $604K | Sell |
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|
2019
Q4 | $768K | Buy |
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|
2019
Q3 | $560K | Hold |
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|
2019
Q2 | $553K | Hold |
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|
2019
Q1 | $534K | Buy |
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|
2018
Q4 | $459K | Buy |
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