Gilbert & Cook’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 | $178M | Buy |
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|
2025
Q1 | $161M | Buy |
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|
2024
Q4 | $165M | Sell |
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|
2024
Q3 | $166M | Buy |
|
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|
2024
Q2 | $152M | Sell |
|
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|
2024
Q1 | $154M | Sell |
|
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|
2023
Q4 | $143M | Sell |
|
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|
2023
Q3 | $131M | Buy |
|
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|
2023
Q2 | $135M | Buy |
|
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|
2023
Q1 | $124M | Buy |
|
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|
2022
Q4 | $113M | Buy |
|
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|
2022
Q3 | $95.7M | Sell |
|
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|
2022
Q2 | $110M | Buy |
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|
2022
Q1 | $129M | Buy |
|
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|
2021
Q4 | $128M | Buy |
|
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|
2021
Q3 | $113M | Sell |
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|
2021
Q2 | $113M | Buy |
|
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|
2021
Q1 | $103M | Buy |
|
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|
2020
Q4 | $95.4M | Sell |
|
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|
2020
Q3 | $91.6M | Buy |
|
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|
2020
Q2 | $83.5M | Buy |
|
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|
2020
Q1 | $68.5M | Buy |
|
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|
2019
Q4 | $81.8M | Buy |
|
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|
2019
Q3 | $73.2M | Buy |
|
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|
2019
Q2 | $68.6M | Buy |
|
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|
2019
Q1 | $64.7M | Buy |
|
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|
2018
Q4 | $53.2M | Buy |
|
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|
2018
Q3 | $59.3M | Buy |
|
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|
2018
Q2 | $52.9M | Buy |
|
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|
2018
Q1 | $49.2M | Buy |
|
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|
2017
Q4 | $48.7M | Buy |
|
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|
2017
Q3 | $45.1M | Buy |
|
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|
2017
Q2 | $41.5M | Buy |
|
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|
2017
Q1 | $39.3M | Buy |
|
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|
2016
Q4 | $34.9M | Buy |
|