Diversified’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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2024
         Q3  | $50.5M | Buy | 
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        2024
         Q2  | $46.3M | Buy | 
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| 
        
          
      
        2024
         Q1  | $42.1M | Buy | 
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| 
        
          
      
        2023
         Q4  | $25M | Buy | 
         | 
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| 
        
          
      
        2023
         Q3  | $17.5M | Buy | 
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| 
        
          
      
        2023
         Q2  | $17.7M | Buy | 
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| 
        
          
      
        2023
         Q1  | $15.7M | Sell | 
         | 
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| 
        
          
      
        2022
         Q4  | $16.5M | Buy | 
         | 
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| 
        
          
      
        2022
         Q3  | $11.5M | Buy | 
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| 
        
          
      
        2022
         Q2  | $10.6M | Buy | 
         | 
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| 
        
          
      
        2022
         Q1  | $6.51M | Buy | 
         | 
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| 
        
          
      
        2021
         Q4  | $1.66M | Sell | 
         | 
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| 
        
          
      
        2021
         Q3  | $2.07M | Buy | 
         | 
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| 
        
          
      
        2021
         Q2  | $1.56M | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $1.75M | Sell | 
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| 
        
          
      
        2020
         Q4  | $2.09M | Buy | 
         |