Costello 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
Q2 | $123K | Hold |
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|
2025
Q1 | $112K | Hold |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $95K | Hold |
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|
2023
Q3 | $85.4K | Hold |
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|
2023
Q2 | $88.6K | Hold |
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|
2023
Q1 | $81.7K | Hold |
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|
2022
Q4 | $76.5K | Hold |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $95K | Sell |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $43K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $31K | Buy |
|