Divergent Planning’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 | $99.2M | Buy |
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|
2025
Q2 | $89M | Buy |
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|
2025
Q1 | $78.7M | Buy |
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|
2024
Q4 | $80.5M | Buy |
|
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|
2024
Q3 | $78.3M | Buy |
|
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|
2024
Q2 | $74.4M | Buy |
|
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|
2024
Q1 | $69M | Buy |
|
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|
2023
Q4 | $61.9M | Buy |
|
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|
2023
Q3 | $56.4M | Sell |
|
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|
2023
Q2 | $58.7M | Buy |
|
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|
2023
Q1 | $52.4M | Buy |
|
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|
2022
Q4 | $46.3M | Buy |
|
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|
2022
Q3 | $40.9M | Buy |
|
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|
2022
Q2 | $42.9M | Buy |
|
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|
2022
Q1 | $50.1M | Buy |
|
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|
2021
Q4 | $50.8M | Buy |
|
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|
2021
Q3 | $44.8M | Sell |
|
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|
2021
Q2 | $45.1M | Buy |
|
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|
2021
Q1 | $42.2M | Buy |
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|
2020
Q4 | $36.8M | Buy |
|