Coyle Financial Counsel’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 | $62.1M | Buy |
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|
2025
Q1 | $52.7M | Buy |
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|
2024
Q4 | $50.5M | Buy |
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|
2024
Q3 | $41.5M | Buy |
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|
2024
Q2 | $39.5M | Hold |
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|
2024
Q1 | $39.5M | Buy |
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|
2023
Q4 | $35.9M | Sell |
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|
2023
Q3 | $32.6M | Sell |
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|
2023
Q2 | $33.8M | Sell |
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|
2023
Q1 | $31.5M | Sell |
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|
2022
Q4 | $30.1M | Sell |
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|
2022
Q3 | $29.3M | Sell |
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|
2022
Q2 | $31.2M | Buy |
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|
2022
Q1 | $36.8M | Sell |
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|
2021
Q4 | $42.7M | Sell |
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|
2021
Q3 | $38.9M | Buy |
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|
2021
Q2 | $38.3M | Buy |
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|
2021
Q1 | $33.7M | Buy |
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|
2020
Q4 | $26.1M | Buy |
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|
2020
Q3 | $23.3M | Buy |
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|
2020
Q2 | $21.3M | Buy |
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|
2020
Q1 | $7.52M | Sell |
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|
2019
Q4 | $9.53M | Sell |
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|
2019
Q3 | $8.83M | Buy |
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|
2019
Q2 | $7.46M | Sell |
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|
2019
Q1 | $8.21M | Sell |
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|
2018
Q4 | $7.42M | Buy |
|
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|
2018
Q3 | $3.94M | Sell |
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|
2018
Q2 | $4.1M | Sell |
|
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|
2018
Q1 | $4.19M | Sell |
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|
2017
Q4 | $5M | Buy |
|
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|
2017
Q2 | $4.63M | Sell |
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|
2017
Q1 | $5.4M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $6.17M | Sell |
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|
2016
Q2 | $6.25M | Sell |
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|
2016
Q1 | $6.54M | Sell |
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|
2015
Q4 | $8.2M | Buy |
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|
2015
Q3 | $7.68M | Sell |
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|
2015
Q2 | $8.29M | Buy |
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|
2015
Q1 | $8.31M | Buy |
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|
2014
Q4 | $8.17M | Buy |
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|
2014
Q3 | $7.49M | Buy |
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|
2014
Q2 | $7.19M | Sell |
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|
2014
Q1 | $6.99M | Buy |
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|
2013
Q4 | $6.67M | Buy |
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