Delta Investment Management’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 | $13.3M | Buy |
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2025
Q1 | $10.9M | Sell |
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2024
Q4 | $13.1M | Sell |
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2024
Q3 | $13.8M | Buy |
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2024
Q2 | $10.1M | Sell |
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2024
Q1 | $12.2M | Buy |
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2023
Q4 | $6.81M | Buy |
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2023
Q3 | $3.66M | Sell |
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2023
Q2 | $34.4M | Buy |
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2023
Q1 | $3.46M | Sell |
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2022
Q4 | $17.7M | Buy |
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2022
Q3 | $10.3M | Buy |
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2022
Q2 | $10.7M | Sell |
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2022
Q1 | $38.9M | Buy |
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2021
Q4 | $22.4M | Buy |
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2021
Q3 | $19.5M | Sell |
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2021
Q2 | $23.1M | Buy |
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2021
Q1 | $21.2M | Buy |
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2020
Q4 | $14.4M | Buy |
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2020
Q3 | $7.33M | Sell |
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2020
Q2 | $12.3M | Buy |
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2020
Q1 | $5.9M | Sell |
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2019
Q4 | $11.4M | Buy |
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2019
Q3 | $7.81M | Buy |
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2019
Q2 | $7.01M | Sell |
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2019
Q1 | $7.43M | Sell |
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2018
Q4 | $68.7M | Buy |
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