CWA Asset Management Group’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 | $13.9M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $3.46M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $627K | Buy |
|
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $635K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $380K | Sell |
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|
2020
Q3 | $663K | Sell |
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|
2020
Q2 | $642K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $643K | Sell |
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|
2019
Q2 | $914K | Buy |
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|
2019
Q1 | $670K | Sell |
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|
2018
Q4 | $672K | Sell |
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|
2018
Q3 | $788K | Sell |
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|
2018
Q2 | $745K | Buy |
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|
2018
Q1 | $716K | Buy |
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|
2017
Q4 | $377K | Buy |
|