C.M. Bidwell & 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 | $6.64M | Buy |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $257K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $2.16M | Hold |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q3 | $698K | Hold |
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|
2021
Q2 | $696K | Sell |
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|
2021
Q1 | $2.61M | Sell |
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|
2020
Q4 | $3.08M | Hold |
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|
2020
Q3 | $2.76M | Hold |
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|
2020
Q2 | $2.54M | Buy |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $2M | Buy |
|