Financial Enhancement 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 | $320K | Hold |
|
|||||
|
2025
Q2 | $296K | Sell |
|
|||||
|
2025
Q1 | $474K | Sell |
|
|||||
|
2024
Q4 | $553K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $88K | Hold |
|
|||||
|
2022
Q2 | $93K | Hold |
|
|||||
|
2022
Q1 | $111K | Sell |
|
|||||
|
2021
Q4 | $124K | Sell |
|
|||||
|
2021
Q3 | $115K | Buy |
|
|||||
|
2021
Q2 | $105K | Hold |
|
|||||
|
2021
Q1 | $97K | Hold |
|
|||||
|
2020
Q4 | $92K | Hold |
|
|||||
|
2020
Q3 | $82K | Hold |
|
|||||
|
2020
Q2 | $76K | Hold |
|
|||||
|
2020
Q1 | $63K | Hold |
|
|||||
|
2019
Q4 | $79K | Hold |
|
|||||
|
2019
Q3 | $73K | Hold |
|
|||||
|
2019
Q2 | $72K | Hold |
|
|||||
|
2019
Q1 | $69K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $929K | Buy |
|
|||||
|
2017
Q3 | $727K | Buy |
|
|||||
|
2017
Q2 | $678K | Buy |
|
|||||
|
2017
Q1 | $576K | Buy |
|
|||||
|
2016
Q4 | $355K | Buy |
|
|||||
|
2016
Q3 | $310K | Sell |
|
|||||
|
2016
Q2 | $309K | Buy |
|
|||||
|
2016
Q1 | $203K | Buy |
|