Dana Investment 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 | $5.11M | Buy |
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|
2025
Q1 | $4.56M | Buy |
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|
2024
Q4 | $4.61M | Sell |
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|
2024
Q3 | $4.53M | Buy |
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|
2024
Q2 | $4.2M | Buy |
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|
2024
Q1 | $4.02M | Buy |
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|
2023
Q4 | $3.41M | Buy |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $329K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $270K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $355K | Hold |
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|
2018
Q1 | $345K | Buy |
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