Horan Securities’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 | $132M | Sell |
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|
2025
Q1 | $126M | Buy |
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|
2024
Q4 | $128M | Buy |
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|
2024
Q3 | $121M | Buy |
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|
2024
Q2 | $112M | Buy |
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|
2024
Q1 | $102M | Sell |
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|
2023
Q4 | $94.6M | Sell |
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|
2023
Q3 | $90.8M | Sell |
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|
2023
Q2 | $95.5M | Buy |
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|
2023
Q1 | $86.1M | Buy |
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|
2022
Q4 | $77.9M | Buy |
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|
2022
Q3 | $66.4M | Buy |
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|
2022
Q2 | $66.6M | Buy |
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|
2022
Q1 | $76.8M | Buy |
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|
2021
Q4 | $76.7M | Buy |
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|
2021
Q2 | $66.1M | Buy |
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|
2021
Q1 | $57.8M | Buy |
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|
2020
Q4 | $51.8M | Buy |
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|
2020
Q3 | $45.2M | Sell |
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|
2020
Q2 | $44.3M | Buy |
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|
2020
Q1 | $36.2M | Buy |
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|
2019
Q4 | $42.4M | Buy |
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|
2019
Q3 | $38.4M | Buy |
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|
2019
Q2 | $37.4M | Buy |
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|
2019
Q1 | $4.14M | Buy |
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|
2018
Q4 | $425K | Sell |
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|
2018
Q3 | $3.64M | Sell |
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|
2018
Q2 | $3.72M | Buy |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Buy |
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