D.B. Root & Company’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 | $673K | Sell |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $688K | Sell |
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|
2024
Q3 | $706K | Buy |
|
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $297K | Buy |
|
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $202K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $287K | Hold |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $613K | Sell |
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|
2020
Q2 | $595K | Sell |
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|
2020
Q1 | $500K | Sell |
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|
2019
Q4 | $712K | Sell |
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|
2019
Q3 | $697K | Sell |
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|
2019
Q2 | $768K | Sell |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $1.5M | Sell |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.22M | Buy |
|