Investment Research & Advisory Group’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
Q3 | $774K | Sell |
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|
2025
Q2 | $810K | Buy |
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|
2025
Q1 | $731K | Sell |
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|
2024
Q4 | $779K | Sell |
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|
2024
Q3 | $775K | Sell |
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|
2024
Q2 | $766K | Sell |
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|
2024
Q1 | $741K | Sell |
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|
2023
Q4 | $757K | Sell |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $783K | Hold |
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|
2022
Q4 | $732K | Buy |
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|
2022
Q3 | $644K | Hold |
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|
2022
Q2 | $681K | Hold |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $770K | Sell |
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|
2021
Q3 | $711K | Buy |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $141K | Hold |
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|
2020
Q4 | $133K | Hold |
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|
2020
Q3 | $119K | Hold |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $91K | Hold |
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|
2019
Q4 | $114K | Buy |
|