Grimes & Company’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 | $153M | Buy |
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|
2025
Q1 | $125M | Sell |
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|
2024
Q4 | $142M | Buy |
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|
2024
Q3 | $138M | Buy |
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|
2024
Q2 | $130M | Sell |
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|
2024
Q1 | $129M | Sell |
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|
2023
Q4 | $120M | Buy |
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|
2023
Q3 | $83.8M | Buy |
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|
2023
Q2 | $85.7M | Buy |
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|
2023
Q1 | $77.1M | Sell |
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|
2022
Q4 | $72.8M | Sell |
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|
2022
Q3 | $86.8M | Buy |
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|
2022
Q2 | $90M | Sell |
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|
2022
Q1 | $128M | Buy |
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|
2021
Q4 | $129M | Buy |
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|
2021
Q3 | $110M | Buy |
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|
2021
Q2 | $106M | Buy |
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|
2021
Q1 | $93.8M | Buy |
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|
2020
Q4 | $85.1M | Buy |
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|
2020
Q3 | $51.5M | Sell |
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|
2020
Q2 | $50.1M | Buy |
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|
2020
Q1 | $38.1M | Sell |
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|
2019
Q4 | $52.4M | Buy |
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|
2019
Q3 | $45.7M | Buy |
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|
2019
Q2 | $41.2M | Buy |
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|
2019
Q1 | $36.2M | Buy |
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|
2018
Q4 | $24.9M | Sell |
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|
2018
Q3 | $29.1M | Buy |
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|
2018
Q2 | $23.6M | Buy |
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|
2018
Q1 | $20.8M | Sell |
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|
2017
Q4 | $22.4M | Buy |
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|
2017
Q3 | $16.2M | Buy |
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|
2017
Q2 | $15.4M | Sell |
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|
2017
Q1 | $21.8M | Sell |
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|
2016
Q4 | $25.5M | Sell |
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|
2016
Q3 | $26.5M | Sell |
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|
2016
Q2 | $29M | Sell |
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|
2016
Q1 | $30.5M | Sell |
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|
2015
Q4 | $32.1M | Buy |
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|
2015
Q3 | $30.1M | Buy |
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|
2015
Q2 | $32M | Buy |
|