GM Advisory 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
Q2 | $10.1M | Buy |
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|
2025
Q1 | $8.19M | Buy |
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|
2024
Q4 | $8.01M | Buy |
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|
2024
Q3 | $7.71M | Buy |
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|
2024
Q2 | $6.99M | Sell |
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|
2024
Q1 | $7.03M | Buy |
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|
2023
Q4 | $6.15M | Buy |
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|
2023
Q3 | $5.53M | Hold |
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|
2023
Q2 | $5.74M | Buy |
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|
2023
Q1 | $4.49M | Buy |
|
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|
2022
Q4 | $3.69M | Sell |
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|
2022
Q3 | $3.5M | Buy |
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|
2022
Q2 | $3.68M | Buy |
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|
2022
Q1 | $3.78M | Buy |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $2.08M | Hold |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $2.35M | Buy |
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|
2020
Q4 | $928K | Hold |
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|
2020
Q3 | $830K | Hold |
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|
2020
Q2 | $765K | Hold |
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|
2020
Q1 | $639K | Buy |
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|
2019
Q4 | $774K | Buy |
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|
2019
Q3 | $403K | Buy |
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|
2019
Q2 | $374K | Sell |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $354K | Sell |
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|
2018
Q3 | $2.16M | Sell |
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|
2018
Q2 | $15.4M | Buy |
|
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|
2018
Q1 | $14.6M | Sell |
|
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|
2017
Q4 | $30.9M | Buy |
|
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|
2017
Q3 | $28.8M | Buy |
|
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|
2017
Q2 | $27.2M | Buy |
|
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|
2017
Q1 | $24.6M | Buy |
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|
2016
Q4 | $470K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3.65M | Buy |
|
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|
2015
Q1 | $3.59M | Buy |
|
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|
2014
Q4 | $3.44M | Buy |
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|
2014
Q3 | $2.23M | Buy |
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|
2014
Q2 | $2.16M | Sell |
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|
2014
Q1 | $2.06M | Sell |
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|
2013
Q4 | $2.08M | Buy |
|