Congress Asset 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
Q3 | $674K | Sell |
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|
2025
Q2 | $808K | Sell |
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|
2025
Q1 | $2.57M | Sell |
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|
2024
Q4 | $9.86M | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $8.12M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.09M | Buy |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.06M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $1.38M | Sell |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $915K | Sell |
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|
2020
Q2 | $993K | Buy |
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|
2020
Q1 | $755K | Sell |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.54M | Buy |
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|
2018
Q3 | $1.56M | Sell |
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|
2018
Q2 | $1.48M | Buy |
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|
2018
Q1 | $1.37M | Sell |
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|
2017
Q4 | $1.47M | Sell |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $2.39M | Sell |
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|
2017
Q1 | $5.3M | Sell |
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|
2016
Q4 | $8.39M | Buy |
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|
2016
Q3 | $6.72M | Buy |
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|
2016
Q2 | $4.83M | Buy |
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|
2016
Q1 | $3.8M | Sell |
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|
2015
Q4 | $5.15M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $19.4M | Sell |
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|
2015
Q1 | $23.1M | Buy |
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|
2014
Q4 | $20.5M | Buy |
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|
2014
Q3 | $10.6M | Buy |
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|
2014
Q2 | $8.21M | Buy |
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|
2014
Q1 | $4.6M | Buy |
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