Courier Capital’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 | $76.3M | Sell |
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|
2025
Q1 | $70.1M | Buy |
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|
2024
Q4 | $71.5M | Sell |
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|
2024
Q3 | $85M | Buy |
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|
2024
Q2 | $79.8M | Buy |
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|
2024
Q1 | $76.7M | Buy |
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|
2023
Q4 | $69.2M | Sell |
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|
2023
Q3 | $64.4M | Buy |
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|
2023
Q2 | $55.7M | Sell |
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|
2023
Q1 | $51.6M | Buy |
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|
2022
Q4 | $47.8M | Buy |
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|
2022
Q3 | $44M | Sell |
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|
2022
Q2 | $46.7M | Sell |
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|
2022
Q1 | $56M | Sell |
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|
2021
Q4 | $59.2M | Sell |
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|
2021
Q3 | $59.4M | Buy |
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|
2021
Q2 | $59.3M | Sell |
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|
2021
Q1 | $54.9M | Sell |
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|
2020
Q4 | $52M | Buy |
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|
2020
Q3 | $48.6M | Sell |
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|
2020
Q2 | $52.9M | Buy |
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|
2020
Q1 | $46M | Sell |
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|
2019
Q4 | $55.6M | Sell |
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|
2019
Q3 | $49.7M | Buy |
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|
2019
Q2 | $50M | Sell |
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|
2019
Q1 | $48.3M | Buy |
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|
2018
Q4 | $42.6M | Sell |
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|
2018
Q3 | $49.7M | Buy |
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|
2018
Q2 | $45.2M | Sell |
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|
2018
Q1 | $44M | Sell |
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|
2017
Q4 | $44.6M | Buy |
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|
2017
Q3 | $41.9M | Sell |
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|
2017
Q2 | $40.9M | Sell |
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|
2017
Q1 | $40.3M | Sell |
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|
2016
Q4 | $38.5M | Buy |
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|
2016
Q3 | $34.2M | Buy |
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|
2016
Q2 | $33.1M | Buy |
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|
2016
Q1 | $32.3M | Buy |
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|
2015
Q4 | $30.4M | Sell |
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|
2015
Q3 | $29.8M | Buy |
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|
2015
Q2 | $31.8M | Buy |
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|
2015
Q1 | $31.8M | Buy |
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|
2014
Q4 | $31.6M | Buy |
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|
2014
Q3 | $30M | Buy |
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|
2014
Q2 | $29.5M | Buy |
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|
2014
Q1 | $28M | Buy |
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|
2013
Q4 | $27.5M | Sell |
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|
2013
Q3 | $25.1M | Buy |
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|
2013
Q2 | $23.8M | Buy |
|