HeadInvest LLC’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 | $1.91M | Sell |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.64M | Hold |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.95M | Hold |
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $1.28M | Hold |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $987K | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $1.48M | Buy |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $2.5M | Buy |
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|
2018
Q3 | $1.46M | Buy |
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|
2018
Q2 | $1.28M | Sell |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.28M | Sell |
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|
2017
Q3 | $1.24M | Sell |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $1.06M | Sell |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $976K | Hold |
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|
2016
Q2 | $945K | Sell |
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|
2016
Q1 | $938K | Sell |
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|
2015
Q4 | $951K | Buy |
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|
2015
Q3 | $663K | Buy |
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|
2015
Q2 | $582K | Buy |
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|
2015
Q1 | $542K | Hold |
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|
2014
Q4 | $540K | Sell |
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|
2014
Q3 | $540K | Sell |
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|
2014
Q2 | $587K | Sell |
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|
2014
Q1 | $570K | Hold |
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|
2013
Q4 | $563K | Sell |
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|
2013
Q3 | $541K | Hold |
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|
2013
Q2 | $515K | Buy |
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