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