IDA
Intelligence Driven Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
2,635
-10
| -0.4% | -$6.21K | 0.25% | 37 |
|
|
2025
Q1 | $1.49M | Buy |
2,645
+104
| +4% | +$58.4K | 0.29% | 31 |
|
|
2024
Q4 | $1.5M | Sell |
2,541
-5,161
| -67% | -$3.04M | 0.28% | 33 |
|
|
2024
Q3 | $4.44M | Sell |
7,702
-7
| -0.1% | -$4.04K | 0.64% | 20 |
|
|
2024
Q2 | $4.22M | Buy |
7,709
+1,028
| +15% | +$563K | 0.6% | 21 |
|
|
2024
Q1 | $3.51M | Buy |
6,681
+53
| +0.8% | +$27.9K | 0.52% | 21 |
|
|
2023
Q4 | $3.22M | Sell |
6,628
-629
| -9% | -$305K | 0.52% | 20 |
|
|
2023
Q3 | $3.1M | Sell |
7,257
-133
| -2% | -$56.7K | 0.55% | 23 |
|
|
2023
Q2 | $3.27M | Sell |
7,390
-1,713
| -19% | -$757K | 0.57% | 24 |
|
|
2023
Q1 | $3.73M | Buy |
9,103
+29
| +0.3% | +$11.9K | 0.67% | 29 |
|
|
2022
Q4 | $3.54M | Sell |
9,074
-47,842
| -84% | -$18.7M | 0.65% | 29 |
|
|
2022
Q3 | $21.3M | Buy |
56,916
+4,578
| +9% | +$1.72M | 4.29% | 5 |
|
|
2022
Q2 | $20.2M | Sell |
52,338
-8,487
| -14% | -$3.27M | 3.95% | 6 |
|
|
2022
Q1 | $27.4M | Buy |
60,825
+11,214
| +23% | +$5.05M | 5.01% | 4 |
|
|
2021
Q4 | $21.7M | Sell |
49,611
-2,864
| -5% | -$1.25M | 3.97% | 11 |
|
|
2021
Q3 | $22.8M | Buy |
52,475
+4,787
| +10% | +$2.08M | 5.12% | 9 |
|
|
2021
Q2 | $20.5M | Sell |
47,688
-31,756
| -40% | -$13.7M | 3.99% | 12 |
|
|
2021
Q1 | $31.6M | Sell |
79,444
-47
| -0.1% | -$18.7K | 7.09% | 3 |
|
|
2020
Q4 | $29.8M | Sell |
79,491
-2,091
| -3% | -$785K | 6.69% | 4 |
|
|
2020
Q3 | $27.4M | Buy |
81,582
+30,173
| +59% | +$10.1M | 6.43% | 5 |
|
|
2020
Q2 | $15.9M | Buy |
51,409
+9,897
| +24% | +$3.07M | 5.63% | 4 |
|
|
2020
Q1 | $10.7M | Buy |
41,512
+35,345
| +573% | +$9.13M | 4.97% | 5 |
|
|
2019
Q4 | $1.99M | Buy |
6,167
+1,773
| +40% | +$573K | 0.9% | 26 |
|
|
2019
Q3 | $1.31M | Buy |
4,394
+1,410
| +47% | +$421K | 0.62% | 33 |
|
|
2019
Q2 | $880K | Buy |
+2,984
| New | +$880K | 0.42% | 38 |
|