Cranbrook Wealth 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
Q3 | $56.7M | Sell |
|
|||||
|
2025
Q2 | $52.9M | Buy |
|
|||||
|
2025
Q1 | $45M | Buy |
|
|||||
|
2024
Q4 | $46.9M | Sell |
|
|||||
|
2024
Q3 | $46.3M | Sell |
|
|||||
|
2024
Q2 | $44.3M | Buy |
|
|||||
|
2024
Q1 | $40.8M | Buy |
|
|||||
|
2023
Q4 | $35.7M | Buy |
|
|||||
|
2023
Q3 | $31.9M | Sell |
|
|||||
|
2023
Q2 | $34.7M | Sell |
|
|||||
|
2023
Q1 | $32.3M | Sell |
|
|||||
|
2022
Q4 | $32.6M | Sell |
|
|||||
|
2022
Q3 | $37.2M | Sell |
|
|||||
|
2022
Q2 | $40.2M | Buy |
|
|||||
|
2022
Q1 | $45.4M | Buy |
|
|||||
|
2021
Q4 | $44.7M | Buy |
|
|||||
|
2021
Q3 | $37.3M | Buy |
|
|||||
|
2021
Q2 | $36.7M | Buy |
|
|||||
|
2021
Q1 | $33M | Buy |
|
|||||
|
2020
Q4 | $29.6M | Sell |
|
|||||
|
2020
Q3 | $27M | Buy |
|
|||||
|
2020
Q2 | $24.8M | Sell |
|
|||||
|
2020
Q1 | $21.2M | Buy |
|
|||||
|
2019
Q4 | $25.4M | Buy |
|
|||||
|
2019
Q3 | $22.1M | Buy |
|
|||||
|
2019
Q2 | $20.6M | Buy |
|
|||||
|
2019
Q1 | $17.1M | Buy |
|
|||||
|
2018
Q4 | $12.8M | Buy |
|
|||||
|
2018
Q3 | $12.7M | Buy |
|
|||||
|
2018
Q2 | $10.9M | Buy |
|
|||||
|
2018
Q1 | $9.38M | Buy |
|
|||||
|
2017
Q4 | $7.77M | Buy |
|
|||||
|
2017
Q3 | $6.45M | Buy |
|
|||||
|
2017
Q2 | $5.15M | Buy |
|