Goepper Burkhardt’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
$9.66M Buy
2025
Q1
$7.4M Buy
2024
Q4
$5.68M Buy
2024
Q3
$5.04M Buy
2024
Q2
$4.44M Buy
2024
Q1
$3.03M Buy
2023
Q4
$1.18M Buy
2023
Q3
$975K Hold
2023
Q2
$1.01M Hold
2023
Q1
$934K Hold
2022
Q4
$873K Hold
2022
Q3
$814K Sell
2022
Q2
$899K Hold
2022
Q1
$1.08M Sell
2021
Q4
$1.15M Sell
2021
Q3
$1.16M Hold
2021
Q2
$1.16M Hold
2021
Q1
$1.07M Sell
2020
Q4
$1.13M Buy