Donaldson Capital Management’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 | $3.4M | Buy |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $738K | Sell |
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|
2024
Q1 | $759K | Buy |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $674K | Buy |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $612K | Sell |
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|
2020
Q4 | $729K | Buy |
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|
2020
Q3 | $502K | Buy |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $412K | Sell |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $212K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $940K | Buy |
|