Greenwood Capital Associates’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
$40.3M Sell
2025
Q2
$39.7M Buy
2025
Q1
$21.9M Sell
2024
Q4
$32.9M Buy
2024
Q3
$27.4M Buy
2024
Q2
$24.3M Sell
2024
Q1
$25.5M Sell
2023
Q4
$26.5M Buy
2023
Q3
$20.7M Buy
2023
Q2
$21.1M Buy
2023
Q1
$19M Sell
2022
Q4
$22.8M Sell
2022
Q3
$21.7M Buy
2022
Q2
$18.4M Buy
2022
Q1
$18.9M Sell
2021
Q4
$23.1M Buy
2021
Q3
$18.2M Buy
2021
Q2
$18.2M Buy
2021
Q1
$16.5M Buy
2020
Q4
$14.2M Buy
2020
Q3
$5.31M Buy
2020
Q2
$3.45M Buy