Cozad 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 | $1.37M | Buy |
|
|||||
|
2025
Q1 | $1.15M | Buy |
|
|||||
|
2024
Q4 | $1.19M | Buy |
|
|||||
|
2024
Q3 | $1.16M | Buy |
|
|||||
|
2024
Q2 | $1.1M | Buy |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $711K | Buy |
|
|||||
|
2023
Q3 | $600K | Sell |
|
|||||
|
2023
Q2 | $634K | Buy |
|
|||||
|
2023
Q1 | $556K | Buy |
|
|||||
|
2022
Q4 | $504K | Hold |
|
|||||
|
2022
Q3 | $470K | Hold |
|
|||||
|
2022
Q2 | $497K | Buy |
|
|||||
|
2022
Q1 | $430K | Buy |
|
|||||
|
2021
Q4 | $449K | Sell |
|
|||||
|
2021
Q3 | $567K | Hold |
|
|||||
|
2021
Q2 | $566K | Buy |
|
|||||
|
2021
Q1 | $417K | Buy |
|
|||||
|
2020
Q4 | $343K | Sell |
|
|||||
|
2020
Q3 | $1.9M | Hold |
|
|||||
|
2020
Q2 | $1.75M | Buy |
|