GB
Goepper Burkhardt’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Buy |
15,563
+2,397
| +18% | +$1.49M | 3.56% | 9 |
|
|
2025
Q1 | $7.4M | Buy |
13,166
+3,520
| +36% | +$1.98M | 2.96% | 12 |
|
|
2024
Q4 | $5.68M | Buy |
9,646
+900
| +10% | +$530K | 2.31% | 14 |
|
|
2024
Q3 | $5.04M | Buy |
8,746
+635
| +8% | +$366K | 2.08% | 17 |
|
|
2024
Q2 | $4.44M | Buy |
8,111
+2,325
| +40% | +$1.27M | 2.01% | 16 |
|
|
2024
Q1 | $3.03M | Buy |
5,786
+3,445
| +147% | +$1.8M | 1.41% | 20 |
|
|
2023
Q4 | $1.18M | Buy |
2,341
+70
| +3% | +$35.3K | 0.59% | 24 |
|
|
2023
Q3 | $975K | Hold |
2,271
| – | – | 0.6% | 26 |
|
|
2023
Q2 | $1.01M | Hold |
2,271
| – | – | 0.61% | 25 |
|
|
2023
Q1 | $934K | Hold |
2,271
| – | – | 0.61% | 25 |
|
|
2022
Q4 | $873K | Hold |
2,271
| – | – | 0.61% | 26 |
|
|
2022
Q3 | $814K | Sell |
2,271
-100
| -4% | -$35.8K | 0.61% | 25 |
|
|
2022
Q2 | $899K | Hold |
2,371
| – | – | 0.63% | 23 |
|
|
2022
Q1 | $1.08M | Sell |
2,371
-30
| -1% | -$13.6K | 0.65% | 22 |
|
|
2021
Q4 | $1.15M | Sell |
2,401
-300
| -11% | -$143K | 0.68% | 21 |
|
|
2021
Q3 | $1.16M | Hold |
2,701
| – | – | 0.74% | 22 |
|
|
2021
Q2 | $1.16M | Hold |
2,701
| – | – | 0.73% | 22 |
|
|
2021
Q1 | $1.08M | Sell |
2,701
-300
| -10% | -$119K | 0.73% | 22 |
|
|
2020
Q4 | $1.13M | Buy |
+3,001
| New | +$1.13M | 0.82% | 19 |
|