D.J. St. Germain’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 | $2.31M | Buy |
|
|||||
|
2025
Q2 | $1.71M | Sell |
|
|||||
|
2025
Q1 | $1.99M | Buy |
|
|||||
|
2024
Q4 | $2M | Buy |
|
|||||
|
2024
Q3 | $1.92M | Buy |
|
|||||
|
2024
Q2 | $1.8M | Sell |
|
|||||
|
2024
Q1 | $1.79M | Buy |
|
|||||
|
2023
Q4 | $1.59M | Sell |
|
|||||
|
2023
Q3 | $1.57M | Buy |
|
|||||
|
2023
Q2 | $1.47M | Buy |
|
|||||
|
2022
Q4 | $1.5M | Buy |
|
|||||
|
2022
Q3 | $1.2M | Hold |
|
|||||
|
2022
Q2 | $1.2M | Sell |
|
|||||
|
2022
Q1 | $2.54M | Buy |
|
|||||
|
2021
Q4 | $2.58M | Buy |
|
|||||
|
2021
Q3 | $1.27M | Sell |
|
|||||
|
2021
Q2 | $2.22M | Sell |
|
|||||
|
2021
Q1 | $2.08M | Sell |
|
|||||
|
2020
Q4 | $2.12M | Sell |
|
|||||
|
2020
Q3 | $1.97M | Buy |
|
|||||
|
2020
Q2 | $1.8M | Buy |
|
|||||
|
2020
Q1 | $1.47M | Buy |
|
|||||
|
2019
Q4 | $1.81M | Buy |
|