Formidable Asset 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 | $1.86M | Hold |
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2025
Q1 | $1.86M | Sell |
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2024
Q4 | $1.98M | Buy |
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2024
Q3 | $1.93M | Sell |
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2024
Q2 | $1.93M | Sell |
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2024
Q1 | $1.86M | Sell |
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2023
Q4 | $1.71M | Sell |
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2023
Q3 | $1.54M | Sell |
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2023
Q2 | $1.7M | Buy |
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2023
Q1 | $1.49M | Hold |
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2022
Q4 | $1.4M | Hold |
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2022
Q3 | $1.4M | Sell |
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2022
Q2 | $1.51M | Hold |
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2022
Q1 | $1.76M | Buy |
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2021
Q4 | $1.83M | Sell |
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2021
Q3 | $1.68M | Buy |
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2021
Q2 | $1.22M | Sell |
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2021
Q1 | $2.05M | Buy |
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2020
Q4 | $1.61M | Buy |
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2020
Q3 | $1.45M | Sell |
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2020
Q2 | $1.41M | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $680K | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $663K | Sell |
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2019
Q1 | $77K | Buy |
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2017
Q4 | – | Sell |
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2017
Q3 | $619K | Buy |
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2017
Q2 | $254K | Buy |
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2017
Q1 | $195K | Buy |
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