Crescent Grove Advisors’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 | $64.1M | Sell |
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|
2025
Q1 | $58.4M | Sell |
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|
2024
Q4 | $62.8M | Sell |
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|
2024
Q3 | $63.1M | Sell |
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|
2024
Q2 | $62M | Buy |
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|
2024
Q1 | $56.1M | Buy |
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|
2023
Q4 | $48.2M | Buy |
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|
2023
Q3 | $42.7M | Buy |
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|
2023
Q2 | $41.6M | Buy |
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|
2023
Q1 | $34.9M | Sell |
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|
2022
Q4 | $36.7M | Buy |
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|
2022
Q3 | $28M | Buy |
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|
2022
Q2 | $28.7M | Buy |
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|
2022
Q1 | $33.9M | Buy |
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|
2021
Q4 | $34.9M | Buy |
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|
2021
Q3 | $28.5M | Buy |
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|
2021
Q2 | $25.8M | Buy |
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|
2021
Q1 | $22.9M | Buy |
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|
2020
Q4 | $20.6M | Buy |
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|
2020
Q3 | $14.9M | Buy |
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|
2020
Q2 | $12.6M | Sell |
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|
2020
Q1 | $10.9M | Buy |
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|
2019
Q4 | $9.77M | Buy |
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|
2019
Q3 | $8.57M | Buy |
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|
2019
Q2 | $7.62M | Buy |
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|
2019
Q1 | $6.41M | Sell |
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|
2018
Q4 | $8.04M | Buy |
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|
2018
Q3 | $1.92M | Buy |
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|
2018
Q2 | $1.55M | Buy |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.14M | Hold |
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|
2017
Q3 | $1.07M | Hold |
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|
2017
Q2 | $1.03M | Buy |
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