DF Dent & Co’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
Q4 | $1.37M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $618K | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $902K | Sell |
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|
2019
Q3 | $877K | Sell |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.57M | Buy |
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