BSW Wealth Partners’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 | $129M | Buy |
|
|||||
|
2025
Q2 | $116M | Buy |
|
|||||
|
2025
Q1 | $98M | Sell |
|
|||||
|
2024
Q4 | $104M | Buy |
|
|||||
|
2024
Q3 | $102M | Buy |
|
|||||
|
2024
Q2 | $94.9M | Buy |
|
|||||
|
2024
Q1 | $89.1M | Buy |
|
|||||
|
2023
Q4 | $75.5M | Buy |
|
|||||
|
2023
Q3 | $66.4M | Sell |
|
|||||
|
2023
Q2 | $69.9M | Sell |
|
|||||
|
2023
Q1 | $65.9M | Buy |
|
|||||
|
2022
Q4 | $60.3M | Sell |
|
|||||
|
2022
Q3 | $57.9M | Buy |
|
|||||
|
2022
Q2 | $60.2M | Buy |
|
|||||
|
2022
Q1 | $71.2M | Buy |
|
|||||
|
2021
Q4 | $73.2M | Sell |
|
|||||
|
2021
Q3 | $70.4M | Buy |
|
|||||
|
2021
Q2 | $70.1M | Sell |
|
|||||
|
2021
Q1 | $74.4M | Buy |
|
|||||
|
2020
Q4 | $64.5M | Sell |
|
|||||
|
2020
Q3 | $57.8M | Sell |
|
|||||
|
2020
Q2 | $65.8M | Buy |
|
|||||
|
2020
Q1 | $54.4M | Buy |
|
|||||
|
2019
Q4 | $64.3M | Buy |
|
|||||
|
2019
Q3 | $53.6M | Buy |
|
|||||
|
2019
Q2 | $52.4M | Buy |
|
|||||
|
2019
Q1 | $50.5M | Buy |
|
|||||
|
2018
Q4 | $32.9M | Sell |
|
|||||
|
2018
Q3 | $41.3M | Buy |
|
|||||
|
2018
Q2 | $38.3M | Buy |
|
|||||
|
2018
Q1 | $35.6M | Sell |
|
|||||
|
2017
Q4 | $39.7M | Sell |
|
|||||
|
2017
Q3 | $37.7M | Sell |
|
|||||
|
2017
Q2 | $36.8M | Buy |
|
|||||
|
2017
Q1 | $33.8M | Sell |
|
|||||
|
2016
Q4 | $32.3M | Buy |
|
|||||
|
2016
Q3 | $141K | Sell |
|
|||||
|
2016
Q2 | $31.3M | Sell |
|
|||||
|
2016
Q1 | $32.7M | Sell |
|
|||||
|
2015
Q4 | $41.8M | Buy |
|
|||||
|
2015
Q3 | $34.7M | Buy |
|
|||||
|
2015
Q2 | $34.6M | Buy |
|
|||||
|
2015
Q1 | $34.6M | Buy |
|
|||||
|
2014
Q4 | $11.2M | Buy |
|
|||||
|
2014
Q3 | $9.44M | Buy |
|
|||||
|
2014
Q2 | $8.34M | Buy |
|
|||||
|
2014
Q1 | $7.85M | Buy |
|
|||||
|
2013
Q4 | $3.62M | Buy |
|
|||||
|
2013
Q3 | $3.2M | Buy |
|
|||||
|
2013
Q2 | $2.78M | Buy |
|