Cahaba Wealth 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
Q2 | $375M | Sell |
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|
2025
Q1 | $352M | Buy |
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|
2024
Q4 | $366M | Buy |
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|
2024
Q3 | $357M | Buy |
|
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|
2024
Q2 | $337M | Buy |
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|
2024
Q1 | $319M | Buy |
|
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|
2023
Q4 | $281M | Buy |
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|
2023
Q3 | $246M | Buy |
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|
2023
Q2 | $249M | Buy |
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|
2023
Q1 | $226M | Buy |
|
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|
2022
Q4 | $203M | Buy |
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|
2022
Q3 | $182M | Buy |
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|
2022
Q2 | $187M | Buy |
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|
2022
Q1 | $191M | Buy |
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|
2021
Q4 | $178M | Buy |
|
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|
2021
Q3 | $155M | Buy |
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|
2021
Q2 | $156M | Sell |
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|
2021
Q1 | $145M | Buy |
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|
2020
Q4 | $134M | Buy |
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|
2020
Q3 | $112M | Buy |
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|
2020
Q2 | $107M | Buy |
|
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|
2020
Q1 | $81.3M | Buy |
|
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|
2019
Q4 | $98.6M | Buy |
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|
2019
Q3 | $84.8M | Buy |
|
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|
2019
Q2 | $77.8M | Buy |
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|
2019
Q1 | $71.1M | Buy |
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|
2018
Q4 | $58.2M | Buy |
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|
2018
Q3 | $60.3M | Buy |
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|
2018
Q2 | $55.2M | Buy |
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|
2018
Q1 | $45.5M | Buy |
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|
2017
Q4 | $43.1M | Buy |
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|
2017
Q3 | $36.4M | Buy |
|