Evanson Asset 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
Q3 | $3.25M | Sell |
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|
2025
Q2 | $3.47M | Sell |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $3.29M | Sell |
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|
2024
Q3 | $3.3M | Buy |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $4.04M | Sell |
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|
2023
Q4 | $3.75M | Sell |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.54M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $3.31M | Buy |
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|
2021
Q3 | $2.77M | Hold |
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|
2021
Q2 | $2.78M | Sell |
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|
2021
Q1 | $4.04M | Buy |
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|
2020
Q4 | $3.12M | Buy |
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|
2020
Q3 | $2.79M | Sell |
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|
2020
Q2 | $2.6M | Buy |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $2.8M | Sell |
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|
2019
Q3 | $2.59M | Sell |
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|
2019
Q2 | $2.65M | Sell |
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|
2019
Q1 | $2.63M | Sell |
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|
2018
Q4 | $2.42M | Sell |
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|
2018
Q3 | $2.91M | Sell |
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|
2018
Q2 | $2.79M | Sell |
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|
2018
Q1 | $3.16M | Buy |
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|
2017
Q4 | $3.08M | Buy |
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|
2017
Q3 | $2.89M | Sell |
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|
2017
Q2 | $2.84M | Buy |
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|
2017
Q1 | $1.97M | Sell |
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|
2016
Q4 | $1.94M | Buy |
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|
2016
Q3 | $1.87M | Sell |
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|
2016
Q2 | $1.87M | Sell |
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|
2016
Q1 | $1.86M | Buy |
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|
2015
Q4 | $1.8M | Sell |
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|
2015
Q3 | $1.78M | Sell |
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|
2015
Q2 | $2.09M | Buy |
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|
2015
Q1 | $2.05M | Buy |
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|
2014
Q4 | $1.08M | Sell |
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|
2014
Q3 | $1.14M | Sell |
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|
2014
Q2 | $1.14M | Sell |
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|
2014
Q1 | $1.16M | Sell |
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|
2013
Q4 | $1.17M | Buy |
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