Cypress Wealth 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 | $28.2M | Sell |
|
|||||
2025
Q2 | $26.8M | Sell |
|
|||||
2025
Q1 | $30.8M | Sell |
|
|||||
2024
Q4 | $35.3M | Sell |
|
|||||
2024
Q3 | $34.9M | Sell |
|
|||||
2024
Q2 | $34.5M | Sell |
|
|||||
2024
Q1 | $34.3M | Sell |
|
|||||
2023
Q4 | $36.2M | Buy |
|
|||||
2023
Q3 | $31.2M | Buy |
|
|||||
2023
Q2 | $29.2M | Sell |
|
|||||
2023
Q1 | $27.6M | Sell |
|
|||||
2022
Q4 | $26.8M | Sell |
|
|||||
2022
Q3 | $25.9M | Buy |
|
|||||
2022
Q2 | $26.5M | Sell |
|
|||||
2022
Q1 | $31.7M | Buy |
|
|||||
2021
Q4 | $25.1M | Buy |
|
|||||
2021
Q3 | $22.6M | Sell |
|
|||||
2021
Q2 | $24.9M | Sell |
|
|||||
2021
Q1 | $38.8M | Sell |
|
|||||
2020
Q4 | $36.9M | Buy |
|
|||||
2020
Q3 | – | Sell |
|
|||||
2020
Q2 | $26.8M | Buy |
|
|||||
2020
Q1 | $18.5M | Buy |
|
|||||
2019
Q4 | $20.2M | Buy |
|
|||||
2019
Q3 | $12.3M | Buy |
|
|||||
2019
Q2 | $9.36M | Buy |
|
|||||
2019
Q1 | $8.06M | Buy |
|
|||||
2018
Q4 | $5.77M | Buy |
|
|||||
2018
Q3 | $5.48M | Buy |
|
|||||
2018
Q2 | $4.36M | Buy |
|
|||||
2018
Q1 | $3.12M | Buy |
|
|||||
2017
Q4 | $2.95M | Buy |
|