Empirical Wealth Management’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 | $11.7M | Buy |
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2025
Q1 | $10.4M | Buy |
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2024
Q4 | $8.91M | Sell |
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2024
Q3 | $8.91M | Buy |
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2024
Q2 | $7.66M | Sell |
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2024
Q1 | $7.71M | Sell |
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2023
Q4 | $7.23M | Buy |
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2023
Q3 | $6.17M | Buy |
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2023
Q2 | $6.22M | Sell |
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2023
Q1 | $5.98M | Sell |
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2022
Q4 | $5.59M | Sell |
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2022
Q3 | $5.3M | Sell |
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2022
Q2 | $5.69M | Buy |
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2022
Q1 | $5.78M | Sell |
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2021
Q4 | $6.2M | Sell |
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2021
Q3 | $5.81M | Sell |
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2021
Q2 | $6.58M | Buy |
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2021
Q1 | $5.79M | Buy |
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2020
Q4 | $5.16M | Buy |
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2020
Q3 | $4.27M | Buy |
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2020
Q2 | $3.55M | Buy |
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2020
Q1 | $2.76M | Buy |
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2019
Q4 | $1.85M | Buy |
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2019
Q3 | $1.63M | Buy |
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2019
Q2 | $1.58M | Sell |
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2019
Q1 | $1.53M | Buy |
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2018
Q4 | $857K | Sell |
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2018
Q3 | $1.12M | Sell |
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2018
Q2 | $1.74M | Sell |
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2018
Q1 | $2.38M | Buy |
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2017
Q4 | $1.2M | Sell |
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2017
Q3 | $1.3M | Sell |
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2017
Q2 | $1.28M | Buy |
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2017
Q1 | $1.12M | Sell |
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2016
Q4 | $1.07M | Buy |
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2016
Q3 | $857K | Sell |
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2016
Q2 | $1.61M | Sell |
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2016
Q1 | $2.04M | Buy |
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2015
Q4 | $633K | Sell |
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2015
Q3 | $632K | Buy |
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2015
Q2 | $575K | Buy |
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2015
Q1 | $431K | Sell |
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2014
Q4 | $829K | Buy |
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2014
Q3 | $587K | Buy |
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2014
Q2 | $581K | Buy |
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2014
Q1 | $234K | Buy |
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2013
Q4 | – | Sell |
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2013
Q3 | $228K | Hold |
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2013
Q2 | $218K | Buy |
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