Hoese & Co’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 | $22.5M | Sell |
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|
2025
Q2 | $21M | Sell |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $20M | Sell |
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|
2024
Q3 | $20.2M | Sell |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $18.4M | Buy |
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|
2023
Q4 | $16.3M | Sell |
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|
2023
Q3 | $15.3M | Sell |
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|
2023
Q2 | $15.9M | Buy |
|
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|
2023
Q1 | $14.2M | Sell |
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|
2022
Q4 | $15M | Buy |
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|
2022
Q3 | $13.1M | Buy |
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|
2022
Q2 | $13.5M | Sell |
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|
2022
Q1 | $17.3M | Buy |
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|
2021
Q4 | $18.2M | Sell |
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|
2021
Q3 | $16.5M | Sell |
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|
2021
Q2 | $17M | Sell |
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|
2021
Q1 | $16.2M | Sell |
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|
2020
Q4 | $16.3M | Buy |
|