Burney Company’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 | $1.62M | Sell |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $890K | Buy |
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|
2022
Q3 | $728K | Sell |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $929K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $770K | Buy |
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|
2021
Q2 | $759K | Sell |
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|
2021
Q1 | $703K | Buy |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $643K | Sell |
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|
2020
Q2 | $641K | Buy |
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|
2020
Q1 | $453K | Buy |
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|
2019
Q4 | $408K | Sell |
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|
2019
Q3 | $518K | Buy |
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|
2019
Q2 | $434K | Buy |
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|
2019
Q1 | $418K | Buy |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $349K | Buy |
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|
2018
Q2 | $247K | Buy |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $281K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $295K | Buy |
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|
2015
Q1 | $221K | Buy |
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