Galvin Gaustad & Stein’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 | $4.76M | Sell |
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|
2025
Q2 | $4.53M | Sell |
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|
2025
Q1 | $4.13M | Sell |
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|
2024
Q4 | $4.34M | Sell |
|
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|
2024
Q3 | $5.09M | Buy |
|
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|
2024
Q2 | $3.51M | Buy |
|
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|
2024
Q1 | $3.03M | Buy |
|
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|
2023
Q4 | $2.74M | Sell |
|
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|
2023
Q3 | $2.51M | Sell |
|
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|
2023
Q2 | $2.62M | Sell |
|
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|
2023
Q1 | $2.53M | Sell |
|
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|
2022
Q4 | $2.75M | Buy |
|
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|
2022
Q3 | $2.56M | Sell |
|
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|
2022
Q2 | $2.8M | Sell |
|
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|
2022
Q1 | $3.41M | Sell |
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|
2021
Q4 | $3.85M | Sell |
|
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|
2021
Q3 | $3.82M | Sell |
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|
2021
Q2 | $4.75M | Sell |
|
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|
2021
Q1 | $4.74M | Sell |
|
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|
2020
Q4 | $5.02M | Buy |
|