Gemmer 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
Q3 | $3.86M | Sell |
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|
2025
Q2 | $4.3M | Sell |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $4.33M | Buy |
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|
2024
Q3 | $4.15M | Sell |
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|
2024
Q2 | $4.04M | Buy |
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|
2024
Q1 | $3.83M | Buy |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $2.97M | Buy |
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|
2023
Q2 | $2.98M | Buy |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $2.37M | Buy |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $967K | Buy |
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|
2019
Q4 | $989K | Buy |
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|
2019
Q3 | $833K | Sell |
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|
2019
Q2 | $845K | Buy |
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|
2019
Q1 | $800K | Buy |
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|
2018
Q4 | $696K | Buy |
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|
2018
Q3 | $666K | Buy |
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|
2018
Q2 | $591K | Hold |
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|
2018
Q1 | $575K | Buy |
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|
2017
Q4 | $581K | Buy |
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|
2017
Q3 | $544K | Sell |
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|
2017
Q2 | $531K | Sell |
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|
2017
Q1 | $536K | Sell |
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|
2016
Q4 | $525K | Buy |
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|
2016
Q3 | $441K | Sell |
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|
2016
Q2 | $444K | Buy |
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|
2016
Q1 | $389K | Sell |
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|
2015
Q4 | $452K | Sell |
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|
2015
Q3 | $506K | Sell |
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|
2015
Q2 | $594K | Sell |
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|
2015
Q1 | $623K | Sell |
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|
2014
Q4 | $1.41M | Buy |
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|
2014
Q3 | $959K | Buy |
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|
2014
Q2 | $907K | Sell |
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|
2014
Q1 | $1.13M | Buy |
|