Gibson 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 | $864K | Hold |
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|
2025
Q1 | $782K | Hold |
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|
2024
Q4 | $819K | Hold |
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|
2024
Q3 | $802K | Hold |
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|
2024
Q2 | $761K | Sell |
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|
2024
Q1 | $735K | Hold |
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|
2023
Q4 | $667K | Hold |
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|
2023
Q3 | $600K | Buy |
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|
2023
Q2 | $621K | Hold |
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|
2023
Q1 | $573K | Hold |
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|
2022
Q4 | $536K | Hold |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $525K | Hold |
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|
2022
Q1 | $629K | Hold |
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|
2021
Q4 | $663K | Hold |
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|
2021
Q3 | $597K | Hold |
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|
2021
Q2 | $597K | Hold |
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|
2021
Q1 | $552K | Hold |
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|
2020
Q4 | $523K | Hold |
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|
2020
Q3 | $467K | Buy |
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|
2020
Q2 | $416K | Hold |
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|
2020
Q1 | $347K | Hold |
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|
2019
Q4 | $434K | Hold |
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|
2019
Q3 | $400K | Buy |
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|
2019
Q2 | $379K | Hold |
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|
2019
Q1 | $365K | Hold |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $376K | Sell |
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|
2018
Q2 | $362K | Hold |
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|
2018
Q1 | $353K | Hold |
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|
2017
Q4 | $357K | Sell |
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|
2017
Q3 | $473K | Hold |
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|
2017
Q2 | $454K | Buy |
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|
2017
Q1 | $316K | Hold |
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|
2016
Q4 | $300K | Buy |
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