CRA Financial Services’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
Q3 | $19.3M | Buy |
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|
2025
Q2 | $17.3M | Buy |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $14M | Buy |
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|
2024
Q2 | $13.2M | Buy |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $9.35M | Sell |
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|
2023
Q2 | $9.72M | Buy |
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|
2023
Q1 | $8.54M | Buy |
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|
2022
Q4 | $7.89M | Sell |
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|
2022
Q3 | $7.39M | Buy |
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|
2022
Q2 | $7.66M | Buy |
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|
2022
Q1 | $8.64M | Buy |
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|
2021
Q4 | $8.57M | Buy |
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|
2021
Q3 | $7.13M | Buy |
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|
2021
Q2 | $6.03M | Buy |
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|
2021
Q1 | $5.47M | Buy |
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|
2020
Q4 | $4.93M | Buy |
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|
2020
Q3 | $4.38M | Sell |
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|
2020
Q2 | $4.15M | Sell |
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|
2020
Q1 | $3.52M | Buy |
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|
2019
Q4 | $2.43M | Buy |
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|
2019
Q3 | $2.15M | Sell |
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|
2019
Q2 | $2.13M | Buy |
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|
2019
Q1 | $2.05M | Buy |
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|
2018
Q4 | $1.76M | Buy |
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