Integrated Investment Consultants’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 | $9.73M | Buy |
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|
2025
Q1 | $8.8M | Buy |
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|
2024
Q4 | $8.72M | Sell |
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|
2024
Q3 | $8.63M | Sell |
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|
2024
Q2 | $8.29M | Hold |
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|
2024
Q1 | $8.29M | Sell |
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|
2023
Q4 | $7.63M | Buy |
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|
2023
Q3 | $6.8M | Sell |
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|
2023
Q2 | $7.36M | Sell |
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|
2023
Q1 | $17.8M | Sell |
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|
2022
Q4 | $16.7M | Buy |
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|
2022
Q3 | $15.6M | Buy |
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $19.6M | Sell |
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|
2021
Q4 | $20.7M | Buy |
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|
2021
Q3 | $8.39M | Sell |
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|
2021
Q2 | $8.39M | Buy |
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|
2021
Q1 | $5.93M | Sell |
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|
2020
Q4 | $7.93M | Sell |
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|
2020
Q3 | $7.1M | Buy |
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|
2020
Q2 | $5.94M | Buy |
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|
2020
Q1 | $4.8M | Sell |
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|
2019
Q4 | $8.21M | Buy |
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|
2019
Q3 | $7.22M | Sell |
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|
2019
Q2 | $7.21M | Sell |
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|
2019
Q1 | $6.96M | Sell |
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|
2018
Q4 | $15.5M | Buy |
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|
2018
Q3 | $17.5M | Sell |
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|
2018
Q2 | $16.5M | Sell |
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|
2018
Q1 | $16.1M | Buy |
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|
2017
Q3 | $15.6M | Hold |
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|
2017
Q2 | $15M | Sell |
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|
2017
Q1 | $14.7M | Sell |
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|
2016
Q4 | $14M | Sell |
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|
2016
Q3 | $13.4M | Sell |
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|
2016
Q2 | $13.2M | Hold |
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|
2016
Q1 | $12.9M | Hold |
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|
2015
Q4 | $12M | Buy |
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