Gill Capital Partners’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 | $850K | Buy |
|
|||||
|
2025
Q2 | $788K | Buy |
|
|||||
|
2025
Q1 | $684K | Sell |
|
|||||
|
2024
Q4 | $739K | Buy |
|
|||||
|
2024
Q3 | $659K | Sell |
|
|||||
|
2024
Q2 | $652K | Hold |
|
|||||
|
2024
Q1 | $601K | Sell |
|
|||||
|
2023
Q4 | $571K | Buy |
|
|||||
|
2023
Q3 | $307K | Sell |
|
|||||
|
2023
Q2 | $459K | Buy |
|
|||||
|
2023
Q1 | $311K | Buy |
|
|||||
|
2022
Q4 | $284K | Sell |
|
|||||
|
2022
Q3 | $268K | Buy |
|
|||||
|
2022
Q2 | $332K | Hold |
|
|||||
|
2022
Q1 | $332K | Buy |
|
|||||
|
2021
Q4 | $338K | Sell |
|
|||||
|
2021
Q3 | $314K | Sell |
|
|||||
|
2021
Q2 | $316K | Hold |
|
|||||
|
2021
Q1 | $292K | Sell |
|
|||||
|
2020
Q4 | $284K | Sell |
|
|||||
|
2020
Q3 | $266K | Sell |
|
|||||
|
2020
Q2 | $262K | Sell |
|
|||||
|
2020
Q1 | $238K | Buy |
|
|||||
|
2018
Q4 | $352K | Buy |
|