Bull Oak Capital’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 | $65M | Buy |
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|
2025
Q1 | $54.2M | Buy |
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|
2024
Q4 | $54.8M | Buy |
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|
2024
Q3 | $45.7M | Buy |
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|
2024
Q2 | $41.1M | Buy |
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|
2024
Q1 | $31.1M | Buy |
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|
2023
Q4 | $23.2M | Buy |
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|
2023
Q3 | $18.3M | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $28.9M | Buy |
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|
2022
Q3 | $18.4M | Buy |
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|
2022
Q2 | $15.8M | Buy |
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|
2022
Q1 | $17.8M | Buy |
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|
2021
Q4 | $15.3M | Buy |
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