Diversified Portfolios Inc’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 | $23.5M | Buy |
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|
2025
Q1 | $21.2M | Sell |
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|
2024
Q4 | $22.3M | Sell |
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|
2024
Q3 | $22M | Sell |
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|
2024
Q2 | $21M | Sell |
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|
2024
Q1 | $20.3M | Buy |
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|
2023
Q4 | $17.7M | Buy |
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|
2023
Q3 | $14.1M | Buy |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $3.45M | Buy |
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|
2022
Q1 | $2.16M | Buy |
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|
2021
Q4 | $2.18M | Sell |
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|
2021
Q3 | $2.01M | Sell |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $1.89M | Hold |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.8M | Sell |
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|
2020
Q1 | $1.52M | Sell |
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|
2019
Q4 | $1.94M | Sell |
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|
2019
Q3 | $1.83M | Sell |
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|
2019
Q2 | $1.83M | Buy |
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|
2019
Q1 | $1.53M | Hold |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.37M | Buy |
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|
2017
Q4 | $1.3M | Sell |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.09M | Sell |
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|
2017
Q1 | $1.15M | Sell |
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|
2016
Q4 | $1.1M | Hold |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.06M | Hold |
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|
2016
Q1 | $1.04M | Hold |
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|
2015
Q4 | $1.03M | Hold |
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|
2015
Q3 | $968K | Hold |
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|
2015
Q2 | $1.05M | Hold |
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|
2015
Q1 | $1.04M | Sell |
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|
2014
Q4 | $1.26M | Buy |
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