Investors Research Corp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Hold |
6,468
| – | – | 0.79% | 27 |
|
|
2025
Q1 | $3.63M | Hold |
6,468
| – | – | 0.79% | 28 |
|
|
2024
Q4 | $3.81M | Hold |
6,468
| – | – | 0.84% | 24 |
|
|
2024
Q3 | $3.73M | Sell |
6,468
-153
| -2% | -$88.3K | 0.82% | 22 |
|
|
2024
Q2 | $3.62M | Sell |
6,621
-21
| -0.3% | -$11.5K | 0.85% | 20 |
|
|
2024
Q1 | $3.49M | Buy |
6,642
+17
| +0.3% | +$8.94K | 0.82% | 20 |
|
|
2023
Q4 | $3.16M | Hold |
6,625
| – | – | 0.76% | 22 |
|
|
2023
Q3 | $2.84M | Sell |
6,625
-52
| -0.8% | -$22.3K | 0.74% | 21 |
|
|
2023
Q2 | $2.98M | Hold |
6,677
| – | – | 0.75% | 22 |
|
|
2023
Q1 | $2.74M | Buy |
6,677
+5
| +0.1% | +$2.06K | 0.71% | 22 |
|
|
2022
Q4 | $2.56M | Hold |
6,672
| – | – | 0.69% | 26 |
|
|
2022
Q3 | $2.39M | Hold |
6,672
| – | – | 0.73% | 27 |
|
|
2022
Q2 | $2.53M | Hold |
6,672
| – | – | 0.76% | 26 |
|
|
2022
Q1 | $3.03M | Buy |
6,672
+1
| +0% | +$454 | 0.85% | 23 |
|
|
2021
Q4 | $3.18M | Hold |
6,671
| – | – | 0.96% | 21 |
|
|
2021
Q3 | $2.87M | Sell |
6,671
-7
| -0.1% | -$3.02K | 0.97% | 6 |
|
|
2021
Q2 | $2.87M | Buy |
6,678
+33
| +0.5% | +$14.2K | 0.99% | 5 |
|
|
2021
Q1 | $2.64M | Sell |
6,645
-530
| -7% | -$211K | 1% | 5 |
|
|
2020
Q4 | $2.69M | Hold |
7,175
| – | – | 1.06% | 2 |
|
|
2020
Q3 | $2.41M | Hold |
7,175
| – | – | 1.17% | 2 |
|
|
2020
Q2 | $2.22M | Hold |
7,175
| – | – | 1.12% | 2 |
|
|
2020
Q1 | $1.85M | Hold |
7,175
| – | – | 1.16% | 3 |
|
|
2019
Q4 | $2.32M | Buy |
7,175
+130
| +2% | +$42K | 1.07% | 2 |
|
|
2019
Q3 | $2.1M | Buy |
7,045
+6,468
| +1,121% | +$1.93M | 1.07% | 2 |
|
|
2019
Q2 | $170K | Buy |
577
+47
| +9% | +$13.8K | 0.09% | 278 |
|
|
2019
Q1 | $151K | Buy |
+530
| New | +$151K | 0.08% | 305 |
|