Charles Schwab’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $319M | Sell |
|
|||||
|
2024
Q1 | $315M | Sell |
|
|||||
|
2023
Q4 | $343M | Sell |
|
|||||
|
2023
Q3 | $318M | Sell |
|
|||||
|
2023
Q2 | $348M | Sell |
|
|||||
|
2023
Q1 | $370M | Sell |
|
|||||
|
2022
Q4 | $348M | Sell |
|
|||||
|
2022
Q3 | $340M | Sell |
|
|||||
|
2022
Q2 | $375M | Sell |
|
|||||
|
2022
Q1 | $449M | Buy |
|
|||||
|
2021
Q4 | $451M | Sell |
|
|||||
|
2021
Q3 | $421M | Sell |
|
|||||
|
2021
Q2 | $453M | Sell |
|
|||||
|
2021
Q1 | $453M | Sell |
|
|||||
|
2020
Q4 | $455M | Sell |
|
|||||
|
2020
Q3 | $495M | Sell |
|
|||||
|
2020
Q2 | $486M | Buy |
|
|||||
|
2020
Q1 | $439K | Buy |
|