Gleason Group’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 | $673K | Buy |
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|
2025
Q2 | $623K | Buy |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $195K | Buy |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q4 | $206K | Buy |
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|
2021
Q3 | $185K | Buy |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $170K | Buy |
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|
2020
Q4 | $160K | Buy |
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|
2020
Q3 | $142K | Buy |
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|
2020
Q2 | $131K | Buy |
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $135K | Buy |
|