Great Lakes Retirement’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 | $732K | Sell |
|
|||||
|
2025
Q2 | $702K | Sell |
|
|||||
|
2025
Q1 | $673K | Buy |
|
|||||
|
2024
Q4 | $563K | Sell |
|
|||||
|
2024
Q3 | $567K | Sell |
|
|||||
|
2024
Q2 | $841K | Sell |
|
|||||
|
2024
Q1 | $1.26M | Sell |
|
|||||
|
2023
Q4 | $1.68M | Buy |
|
|||||
|
2023
Q3 | $1.51M | Sell |
|
|||||
|
2023
Q2 | $1.56M | Sell |
|
|||||
|
2023
Q1 | $1.56M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $218K | Buy |
|