Glassman Wealth Services’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 | $6.13M | Sell |
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|
2025
Q1 | $5.63M | Buy |
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|
2024
Q4 | $4.37M | Buy |
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|
2024
Q3 | $4.23M | Sell |
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|
2024
Q2 | $4.12M | Sell |
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|
2024
Q1 | $4.87M | Sell |
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|
2023
Q4 | $4.44M | Sell |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $3.61M | Sell |
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|
2023
Q1 | $3.73M | Sell |
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|
2022
Q4 | $3.83M | Sell |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $3.69M | Buy |
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|
2022
Q1 | $4.34M | Buy |
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|
2021
Q4 | $3.69M | Buy |
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|
2021
Q3 | $3.01M | Hold |
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|
2021
Q2 | $3M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $695K | Buy |
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|
2020
Q1 | $577K | Buy |
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|
2019
Q4 | $252K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $230K | Sell |
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|
2019
Q1 | $253K | Hold |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $326K | Hold |
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|
2018
Q2 | $304K | Hold |
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|
2018
Q1 | $296K | Sell |
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|
2017
Q4 | $328K | Sell |
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|
2017
Q3 | $339K | Sell |
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|
2017
Q2 | $351K | Buy |
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|
2017
Q1 | $205K | Buy |
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|
2016
Q4 | $182K | Hold |
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|
2016
Q3 | $176K | Buy |
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|
2016
Q2 | $139K | Hold |
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|
2016
Q1 | $136K | Hold |
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|
2015
Q4 | $135K | Hold |
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|
2015
Q3 | $127K | Buy |
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|
2015
Q2 | $23K | Hold |
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|
2015
Q1 | $23K | Hold |
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|
2014
Q4 | $23K | Buy |
|