Financial Perspectives’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 | $4.31M | Buy |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $3.85M | Buy |
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|
2024
Q3 | $3.5M | Buy |
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|
2024
Q2 | $3.32M | Buy |
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|
2024
Q1 | $3.17M | Buy |
|
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|
2023
Q4 | $2.86M | Buy |
|
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|
2023
Q3 | $2.56M | Buy |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $2.35M | Buy |
|
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|
2022
Q4 | $2.17M | Buy |
|
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $710K | Buy |
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|
2022
Q1 | $823K | Buy |
|
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $684K | Sell |
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|
2021
Q2 | $683K | Sell |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $404K | Buy |
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|
2020
Q2 | $371K | Buy |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $313K | Buy |
|