Buckhead Capital Management’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 | $395K | Hold |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $3.54M | Sell |
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|
2019
Q2 | $3.54M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.81M | Buy |
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