Garde Capital’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 | $1.17M | Hold |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $344K | Hold |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $467K | Hold |
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|
2021
Q3 | $422K | Hold |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $390K | Sell |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $366K | Sell |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $333K | Sell |
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|
2019
Q1 | $765K | Sell |
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|
2018
Q4 | $898K | Buy |
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|
2018
Q3 | $725K | Buy |
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|
2018
Q2 | $708K | Buy |
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|
2018
Q1 | $342K | Buy |
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|
2017
Q4 | $298K | Buy |
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|
2017
Q3 | $201K | Buy |
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