Capital Investment Services of America’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 | $846K | Hold |
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|
2025
Q2 | $785K | Sell |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $830K | Buy |
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|
2024
Q3 | $812K | Hold |
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $795K | Sell |
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|
2023
Q4 | $781K | Sell |
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|
2023
Q3 | $858K | Buy |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $595K | Sell |
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|
2022
Q4 | $581K | Hold |
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|
2022
Q3 | $542K | Hold |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $212K | Buy |
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