Courage Miller Partners’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 | $2.89M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.67M | Sell |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.49M | Buy |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.8M | Buy |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $2.81M | Sell |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.64M | Sell |
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|
2020
Q3 | $2.26M | Hold |
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|
2020
Q2 | $2.26M | Sell |
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|
2020
Q1 | $1.89M | Sell |
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|
2019
Q4 | $2.44M | Buy |
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|
2019
Q3 | $2.25M | Sell |
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|
2019
Q2 | $2.29M | Buy |
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|
2019
Q1 | $2.18M | Buy |
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|
2018
Q4 | $1.9M | Buy |
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|
2018
Q3 | $2.2M | Buy |
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|
2018
Q2 | $2.04M | Buy |
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|
2018
Q1 | $1.91M | Sell |
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|
2017
Q4 | $1.97M | Sell |
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|
2017
Q3 | $1.88M | Sell |
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|
2017
Q2 | $1.91M | Sell |
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|
2017
Q1 | $1.87M | Buy |
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|
2016
Q4 | $1.43M | Buy |
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|
2016
Q3 | $1.36M | Buy |
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|
2016
Q2 | $1.31M | Sell |
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|
2016
Q1 | $1.62M | Buy |
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|
2015
Q4 | $1.6M | Buy |
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|
2015
Q3 | $1.18M | Buy |
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|
2015
Q2 | $1M | Buy |
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|
2015
Q1 | $947K | Buy |
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|
2014
Q4 | $382K | Sell |
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|
2014
Q3 | $370K | Buy |
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|
2014
Q2 | $346K | Sell |
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|
2014
Q1 | $337K | Buy |
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