Foster & Motley’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 | $981K | Buy |
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|
2025
Q2 | $765K | Sell |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $749K | Sell |
|
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|
2024
Q3 | $771K | Sell |
|
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|
2024
Q2 | $821K | Buy |
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|
2024
Q1 | $782K | Buy |
|
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|
2023
Q4 | $537K | Sell |
|
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $564K | Buy |
|
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|
2023
Q1 | $493K | Sell |
|
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $673K | Buy |
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|
2021
Q3 | $578K | Hold |
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|
2021
Q2 | $577K | Buy |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $405K | Sell |
|
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|
2019
Q3 | $389K | Hold |
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|
2019
Q2 | $384K | Hold |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | $278K | Buy |
|