DT Investment Partners’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 | $167M | Buy |
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|
2025
Q2 | $105M | Buy |
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|
2025
Q1 | $75M | Buy |
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|
2024
Q4 | $76.1M | Buy |
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|
2024
Q3 | $65.7M | Buy |
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|
2024
Q2 | $50.7M | Buy |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $3.66M | Buy |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q4 | $201K | Buy |
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