Donor Advised Charitable Giving’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 | $4.15M | Buy |
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|
2025
Q1 | $3.6M | Buy |
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|
2024
Q4 | $3.15M | Buy |
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|
2024
Q3 | $2.1M | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $768K | Sell |
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|
2022
Q3 | $749K | Sell |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $516K | Sell |
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|
2020
Q1 | $500K | Hold |
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|
2019
Q4 | $625K | Sell |
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|
2019
Q3 | $639K | Sell |
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|
2019
Q2 | $1.42M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $1.3M | Buy |
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