Institute for Wealth Management’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 | $1.62M | Sell |
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|
2025
Q1 | $1.98M | Sell |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.23M | Buy |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.58M | Hold |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.37M | Hold |
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|
2022
Q2 | $1.45M | Hold |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $3.95M | Sell |
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|
2020
Q4 | $6.49M | Buy |
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|
2020
Q3 | $5.73M | Sell |
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|
2020
Q2 | $5.91M | Buy |
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|
2020
Q1 | $4.18M | Sell |
|
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|
2019
Q4 | $6.22M | Sell |
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|
2019
Q3 | $5.81M | Sell |
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|
2019
Q2 | $6.04M | Buy |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $4.17M | Sell |
|
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|
2018
Q2 | $6.21M | Buy |
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|
2018
Q1 | $6.14M | Buy |
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|
2017
Q4 | $1.24M | Buy |
|
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $2.39M | Buy |
|