Creative Planning’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 | $13.8B | Buy |
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|
2025
Q1 | $12.3B | Buy |
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|
2024
Q4 | $12.7B | Buy |
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|
2024
Q3 | $12.3B | Buy |
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|
2024
Q2 | $11.6B | Buy |
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|
2024
Q1 | $10.8B | Buy |
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|
2023
Q4 | $93.8M | Buy |
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|
2023
Q3 | $8.57B | Buy |
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|
2023
Q2 | $8.87B | Buy |
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|
2023
Q1 | $7.77B | Buy |
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|
2022
Q4 | $7.24B | Buy |
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|
2022
Q3 | $6.7B | Sell |
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|
2022
Q2 | $7.24B | Buy |
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|
2022
Q1 | $7.56B | Buy |
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|
2021
Q4 | $7.77B | Buy |
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|
2021
Q3 | $6.63B | Buy |
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|
2021
Q2 | $6.21B | Buy |
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|
2021
Q1 | $5.34B | Buy |
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|
2020
Q4 | $4.51B | Buy |
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|
2020
Q3 | $3.61B | Buy |
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|
2020
Q2 | $3.16B | Buy |
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|
2020
Q1 | $2.54B | Buy |
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|
2019
Q4 | $2.63B | Buy |
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|
2019
Q3 | $2.36B | Buy |
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|
2019
Q2 | $2.26B | Buy |
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|
2019
Q1 | $2.15B | Buy |
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|
2018
Q4 | $1.84B | Sell |
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|
2018
Q3 | $2.32B | Buy |
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|
2018
Q2 | $2.14B | Buy |
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|
2018
Q1 | $2.06B | Buy |
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|
2017
Q4 | $1.93B | Buy |
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|
2017
Q3 | $1.66B | Buy |
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|
2017
Q2 | $1.46B | Buy |
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|
2017
Q1 | $1.28B | Buy |
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|
2016
Q4 | $1.09B | Buy |
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|
2016
Q3 | $983M | Buy |
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|
2016
Q2 | $876M | Buy |
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|
2016
Q1 | $787M | Buy |
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|
2015
Q4 | $746M | Buy |
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|
2015
Q3 | $635M | Buy |
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|
2015
Q2 | $617M | Buy |
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|
2015
Q1 | $553M | Buy |
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|
2014
Q4 | $488M | Buy |
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|
2014
Q3 | $398M | Buy |
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|
2014
Q2 | $344M | Buy |
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|
2014
Q1 | $264M | Buy |
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|
2013
Q4 | $204M | Buy |
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|
2013
Q3 | $123M | Buy |
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|
2013
Q2 | $84.6M | Buy |
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