Calton & 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 | $1.59M | Buy |
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2025
Q1 | $1.06M | Buy |
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2024
Q4 | $884K | Buy |
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2024
Q3 | $861K | Sell |
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2024
Q2 | $860K | Sell |
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2024
Q1 | $844K | Buy |
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2023
Q4 | $765K | Buy |
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2023
Q3 | – | Sell |
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2023
Q2 | $624K | Sell |
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2023
Q1 | $629K | Sell |
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2022
Q4 | $870K | Buy |
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2022
Q3 | $586K | Sell |
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2022
Q2 | $640K | Sell |
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2022
Q1 | $1.25M | Sell |
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2021
Q4 | $2.24M | Sell |
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2021
Q3 | $8.81M | Sell |
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2021
Q2 | $16.2M | Sell |
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2021
Q1 | $15.3M | Buy |
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2020
Q4 | $14.2M | Buy |
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2020
Q3 | $7.17M | Buy |
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2020
Q2 | $6.16M | Buy |
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2020
Q1 | $3.84M | Sell |
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2019
Q4 | $7.94M | Buy |
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2019
Q3 | $6.95M | Buy |
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2019
Q2 | $4.91M | Buy |
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2019
Q1 | $3.07M | Buy |
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2018
Q4 | $2.39M | Sell |
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2018
Q3 | $3.74M | Sell |
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2018
Q2 | $3.96M | Buy |
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2018
Q1 | $3.24M | Buy |
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2017
Q4 | $3.45M | Buy |
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