Duncker Streett & Co’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 | $394K | Hold |
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|
2025
Q2 | $365K | Hold |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | $1.23K | Hold |
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|
2022
Q4 | $1.15K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | $193K | Hold |
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|
2020
Q4 | $183K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $60K | Buy |
|