Gradient Investments’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 | $17M | Buy |
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|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $7.49M | Buy |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $895K | Buy |
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|
2023
Q3 | $755K | Buy |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $756K | Sell |
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|
2022
Q3 | $829K | Buy |
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|
2022
Q2 | $853K | Buy |
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|
2022
Q1 | $990K | Buy |
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|
2021
Q4 | $955K | Sell |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $1.37M | Hold |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $686K | Sell |
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|
2020
Q1 | $604K | Buy |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $378K | Buy |
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $366K | Sell |
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|
2018
Q4 | $714K | Sell |
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|
2018
Q3 | $12.3M | Sell |
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|
2018
Q2 | $12.5M | Sell |
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|
2018
Q1 | $13.4M | Sell |
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|
2017
Q4 | $58.4M | Buy |
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|
2017
Q3 | $53.8M | Buy |
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|
2017
Q2 | $48.5M | Buy |
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|
2017
Q1 | $44M | Sell |
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|
2016
Q4 | $241M | Buy |
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|
2016
Q3 | $204M | Buy |
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|
2016
Q2 | $50.5M | Sell |
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|
2016
Q1 | $50.2M | Buy |
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|
2015
Q4 | $48.6M | Buy |
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|
2015
Q3 | $29.5M | Buy |
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|
2015
Q2 | $30.9M | Buy |
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|
2015
Q1 | $28.8M | Buy |
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|
2014
Q4 | $21.2M | Buy |
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|
2014
Q3 | $19.6M | Buy |
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|
2014
Q2 | $17.7M | Buy |
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|
2014
Q1 | $14.8M | Buy |
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|
2013
Q4 | $12.7M | Buy |
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|
2013
Q3 | $11M | Buy |
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|
2013
Q2 | $8.68M | Buy |
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