Heck Capital Advisors’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 | $168M | Buy |
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|
2025
Q1 | $109M | Buy |
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|
2024
Q4 | $112M | Buy |
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|
2024
Q3 | $107M | Buy |
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|
2024
Q2 | $94.5M | Buy |
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|
2024
Q1 | $52.7M | Sell |
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|
2023
Q4 | $49.6M | Buy |
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|
2023
Q3 | $37.1M | Buy |
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|
2023
Q2 | $38M | Buy |
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|
2023
Q1 | $31.3M | Sell |
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|
2022
Q4 | $36.2M | Buy |
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|
2022
Q3 | $32.2M | Buy |
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|
2022
Q2 | $33.7M | Sell |
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|
2022
Q1 | $48.9M | Sell |
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|
2021
Q4 | $60.5M | Sell |
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|
2021
Q3 | $55M | Buy |
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|
2021
Q2 | $54.5M | Buy |
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|
2021
Q1 | $50.2M | Sell |
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|
2020
Q4 | $52.1M | Sell |
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|
2020
Q3 | $47.1M | Sell |
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|
2020
Q2 | $71.5M | Buy |
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|
2020
Q1 | $52.4M | Buy |
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|
2019
Q4 | $51M | Buy |
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|
2019
Q3 | $30.5M | Sell |
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|
2019
Q2 | $42.8M | Buy |
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|
2019
Q1 | $40.8M | Buy |
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|
2018
Q4 | $26.1M | Buy |
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|
2018
Q3 | $30.2M | Buy |
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|
2018
Q2 | $25.6M | Buy |
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|
2018
Q1 | $23.6M | Sell |
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|
2017
Q4 | $24.8M | Buy |
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|
2017
Q3 | $23M | Buy |
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|
2017
Q2 | $20.7M | Buy |
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|
2017
Q1 | $19.4M | Buy |
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|
2016
Q4 | $15.9M | Buy |
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