Droms Strauss Advisors’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 | $53.8M | Sell |
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|
2025
Q1 | $49.1M | Sell |
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|
2024
Q4 | $52.7M | Sell |
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|
2024
Q3 | $52.8M | Sell |
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|
2024
Q2 | $52.2M | Sell |
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|
2024
Q1 | $52M | Sell |
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|
2023
Q4 | $47.7M | Sell |
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|
2023
Q3 | $44.7M | Buy |
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|
2023
Q2 | $46.1M | Buy |
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|
2023
Q1 | $42.5M | Sell |
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|
2022
Q4 | $40.9M | Sell |
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|
2022
Q3 | $39.2M | Sell |
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|
2022
Q2 | $42.3M | Buy |
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|
2022
Q1 | $51.2M | Sell |
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|
2021
Q4 | $54.3M | Sell |
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|
2021
Q3 | $51.7M | Sell |
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|
2021
Q2 | $52.6M | Sell |
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|
2021
Q1 | $49.3M | Buy |
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|
2020
Q4 | $46.1M | Buy |
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|
2020
Q3 | $41M | Buy |
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|
2020
Q2 | $37.3M | Buy |
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|
2020
Q1 | $19.4M | Buy |
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|
2019
Q4 | $22.1M | Buy |
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|
2019
Q3 | $20M | Sell |
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|
2019
Q2 | $20M | Buy |
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|
2019
Q1 | $19M | Buy |
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|
2018
Q4 | $16.2M | Buy |
|