Ellenbecker Investment Group’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 | $194M | Sell |
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|
2025
Q2 | $187M | Sell |
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|
2025
Q1 | $188M | Sell |
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|
2024
Q4 | $215M | Sell |
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|
2024
Q3 | $222M | Buy |
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|
2024
Q2 | $209M | Buy |
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|
2024
Q1 | $200M | Buy |
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|
2023
Q4 | $180M | Buy |
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|
2023
Q3 | $158M | Buy |
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|
2023
Q2 | $163M | Buy |
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|
2023
Q1 | $149M | Buy |
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|
2022
Q4 | $139M | Buy |
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|
2022
Q3 | $126M | Buy |
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|
2022
Q2 | $128M | Buy |
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|
2022
Q1 | $141M | Buy |
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|
2021
Q4 | $145M | Buy |
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|
2021
Q3 | $129M | Buy |
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|
2021
Q2 | $117M | Buy |
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|
2021
Q1 | $101M | Buy |
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|
2020
Q4 | $86M | Buy |
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|
2020
Q3 | $65.5M | Buy |
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|
2020
Q2 | $45.6M | Buy |
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|
2020
Q1 | $34.5M | Buy |
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|
2019
Q4 | $40.4M | Buy |
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|
2019
Q3 | $34.9M | Buy |
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|
2019
Q2 | $32.6M | Buy |
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|
2019
Q1 | $25.3M | Buy |
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|
2018
Q4 | $8.85M | Buy |
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|
2018
Q3 | $6.62M | Buy |
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|
2018
Q2 | $3.02M | Buy |
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|
2018
Q1 | $474K | Buy |
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|
2017
Q4 | $227K | Buy |
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