First Heartland Consultants’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 | $6.08M | Buy |
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|
2025
Q2 | $5.62M | Sell |
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|
2025
Q1 | $6.39M | Sell |
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|
2024
Q4 | $9.15M | Buy |
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|
2024
Q3 | $8.46M | Buy |
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|
2024
Q2 | $7.83K | Buy |
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|
2024
Q1 | $5.61M | Buy |
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|
2023
Q4 | $4.96M | Buy |
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|
2023
Q3 | $4.03M | Buy |
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|
2023
Q2 | $4.18M | Sell |
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|
2023
Q1 | $3.92M | Sell |
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|
2022
Q4 | $4.4M | Buy |
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|
2022
Q3 | $3.73K | Sell |
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|
2022
Q2 | $4.26M | Buy |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $4.14K | Buy |
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|
2021
Q3 | $3.5M | Sell |
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|
2021
Q2 | $4.49M | Buy |
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|
2021
Q1 | $3.98M | Sell |
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|
2020
Q4 | $4.39M | Sell |
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|
2020
Q3 | $4.79M | Sell |
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|
2020
Q2 | $4.44M | Sell |
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|
2020
Q1 | $4.69M | Sell |
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|
2019
Q4 | $7.89M | Sell |
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|
2019
Q3 | $12M | Buy |
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|
2019
Q2 | $11.4M | Buy |
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|
2019
Q1 | $5.76M | Buy |
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|
2018
Q4 | $4.48M | Buy |
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|
2018
Q3 | $3.04M | Buy |
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|
2018
Q2 | $2.57M | Sell |
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|
2018
Q1 | $3.62M | Buy |
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|
2017
Q4 | $2.75M | Sell |
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|
2017
Q3 | $2.63M | Buy |
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|
2017
Q2 | $2.46M | Buy |
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|
2017
Q1 | $2.06M | Buy |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $582K | Buy |
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|
2016
Q2 | $405 | Buy |
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|
2016
Q1 | $246K | Sell |
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|
2015
Q4 | $374K | Buy |
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|
2015
Q3 | $302K | Buy |
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|
2015
Q2 | $229 | Sell |
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|
2015
Q1 | $353K | Buy |
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|
2014
Q4 | $336K | Buy |
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|
2014
Q3 | $314K | Sell |
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|
2014
Q2 | $500K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $169K | Buy |
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