Financial Consulate’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Consulate’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.4M	Sell
2025 Q1	$2.25M	Sell
2024 Q4	$2.58M	Sell
2024 Q3	$2.61M	Sell
2024 Q2	$2.53M	Sell
2024 Q1	$2.48M	Sell
2023 Q4	$2.46M	Sell
2023 Q3	$2.28M	Sell
2023 Q2	$2.53M	Sell
2023 Q1	$2.49M	Sell
2022 Q4	$2.48M	Buy
2022 Q3	$2.1M	Buy
2022 Q2	$1.94M	Sell
2022 Q1	$2.35M	Sell
2021 Q4	$2.61M	Buy
2021 Q3	$2.26M	Sell
2021 Q2	$2.28M	Sell
2021 Q1	$2.13M	Sell
2020 Q4	$2.06M	Buy
2020 Q3	$1.79M	Buy
2020 Q2	$1.65M	Buy
2020 Q1	$1.28M	Sell
2019 Q4	$2.31M	Buy
2019 Q3	$1.32M	Sell
2019 Q2	$1.35M	Buy
2019 Q1	$921K	Buy
2018 Q4	$708K	Buy
2018 Q3	$772K	Sell
2018 Q2	$1.92M	Buy
2018 Q1	$1.69M	Sell
2017 Q4	$3.84M	Sell
2017 Q3	$4.23M	Sell
2017 Q2	$5.21M	Sell
2017 Q1	$5.25M	Buy
2016 Q4	$4.14M	Buy
2016 Q3	$3.85M	Sell
2016 Q2	$4.54M	Buy
2016 Q1	$4.12M	Buy
2015 Q4	$3.73M	Buy
2015 Q3	$2.74M	Sell
2015 Q2	$3.77M	Buy
2015 Q1	$3.43M	Sell
2014 Q4	$4.25M	Buy