Disciplined Investments’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 | $2.25M | Sell |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $3.01M | Sell |
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|
2022
Q4 | $2.97M | Sell |
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|
2022
Q3 | $2.8M | Sell |
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|
2022
Q2 | $3.07M | Sell |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $3.69M | Sell |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $3.41M | Buy |
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|
2021
Q1 | $3.11M | Sell |
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|
2020
Q4 | $3.01M | Sell |
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|
2020
Q3 | $2.88M | Sell |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $2.55M | Buy |
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|
2019
Q4 | $3.07M | Buy |
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