First Wilshire Securities 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
Q2 | $281K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $434K | Sell |
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|
2021
Q3 | $603K | Hold |
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|
2021
Q2 | $602K | Sell |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $713K | Sell |
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|
2020
Q3 | $723K | Sell |
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|
2020
Q2 | $689K | Hold |
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|
2020
Q1 | $575K | Hold |
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|
2019
Q4 | $719K | Sell |
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|
2019
Q3 | $1.08M | Sell |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $1.04M | Hold |
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|
2018
Q4 | $918K | Hold |
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|
2018
Q3 | $1.07M | Hold |
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|
2018
Q2 | $997K | Buy |
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|
2018
Q1 | $955K | Hold |
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|
2017
Q4 | $968K | Sell |
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|
2017
Q3 | $967K | Hold |
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|
2017
Q2 | $931K | Hold |
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|
2017
Q1 | $908K | Hold |
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|
2016
Q4 | $861K | Buy |
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|
2016
Q3 | $696K | Hold |
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|
2016
Q2 | $674K | Buy |
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|
2016
Q1 | $599K | Buy |
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|
2015
Q4 | $389K | Hold |
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|
2015
Q3 | $366K | Hold |
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|
2015
Q2 | $393K | Hold |
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|
2015
Q1 | $395K | Buy |
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|
2014
Q4 | $352K | Buy |
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