IMA Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

IMA Advisory Services’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$130K	Hold
2025 Q1	$118K	Buy
2024 Q4	–	Sell
2024 Q3	$47.9K	Buy
2023 Q4	–	Sell
2023 Q3	$2.72M	Sell
2023 Q2	$2.84M	Sell
2023 Q1	$2.62M	Hold
2022 Q4	$2.45M	Hold
2022 Q3	$2.29M	Sell
2022 Q2	$2.42M	Buy
2022 Q1	$2.89M	Hold
2021 Q4	$3.04M	Sell
2021 Q3	$2.75M	Sell
2021 Q2	$2.75M	Sell
2021 Q1	$2.54M	Hold
2020 Q4	$2.4M	Hold
2020 Q3	$2.15M	Sell
2020 Q2	$2.18M	Hold
2020 Q1	$1.82M	Hold
2019 Q4	$2.27M	Hold
2019 Q3	$2.1M	Sell
2019 Q2	$2.07M	Sell
2019 Q1	$2.02M	Sell
2018 Q4	$1.8M	Sell
2018 Q3	$2.1M	Sell
2018 Q2	$1.97M	Sell
2018 Q1	$2.69M	Sell
2017 Q4	$2.74M	Sell
2017 Q3	$2.59M	Sell
2017 Q2	$2.95M	Buy
2017 Q1	$2.85M	Sell
2016 Q4	$3.24M	Buy
2016 Q3	$1.36M	Hold
2016 Q2	$1.32M	Hold
2016 Q1	$1.29M	Hold
2015 Q4	$1.28M	Hold
2015 Q3	$1.21M	Hold
2015 Q2	$1.3M	Hold
2015 Q1	$1.3M	Hold
2014 Q4	$1.29M	Hold
2014 Q3	$1.24M	Buy
2014 Q2	$1.07M	Hold
2014 Q1	$1.02M	Hold
2013 Q4	$1.01M	Hold
2013 Q3	$919K	Hold
2013 Q2	$875K	Buy