Ipswich Investment 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
Q3 | $3.95M | Buy |
|
|||||
|
2025
Q2 | $3.43M | Sell |
|
|||||
|
2025
Q1 | $3.1M | Buy |
|
|||||
|
2024
Q4 | $3.25M | Buy |
|
|||||
|
2024
Q3 | $3.11M | Buy |
|
|||||
|
2024
Q2 | $2.84M | Buy |
|
|||||
|
2024
Q1 | $2.7M | Buy |
|
|||||
|
2023
Q4 | $2.46M | Sell |
|
|||||
|
2023
Q3 | $2.39M | Buy |
|
|||||
|
2023
Q2 | $2.41M | Buy |
|
|||||
|
2023
Q1 | $2.03M | Buy |
|
|||||
|
2022
Q4 | $1.67M | Buy |
|
|||||
|
2022
Q3 | $1.53M | Buy |
|
|||||
|
2022
Q2 | $1.57M | Hold |
|
|||||
|
2022
Q1 | $1.87M | Buy |
|
|||||
|
2021
Q4 | $1.72M | Sell |
|
|||||
|
2021
Q3 | $1.62M | Buy |
|
|||||
|
2021
Q2 | $1.52M | Buy |
|
|||||
|
2021
Q1 | $1.39M | Buy |
|
|||||
|
2020
Q4 | $1.3M | Buy |
|
|||||
|
2020
Q3 | $1.16M | Sell |
|
|||||
|
2020
Q2 | $1.07M | Sell |
|
|||||
|
2020
Q1 | $903K | Sell |
|
|||||
|
2019
Q4 | $1.14M | Buy |
|
|||||
|
2019
Q3 | $1.02M | Sell |
|
|||||
|
2019
Q2 | $1.05M | Sell |
|
|||||
|
2019
Q1 | $1.02M | Buy |
|
|||||
|
2018
Q4 | $888K | Buy |
|
|||||
|
2018
Q3 | $1.02M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $845K | Sell |
|
|||||
|
2017
Q4 | $925K | Sell |
|
|||||
|
2017
Q3 | $941K | Buy |
|
|||||
|
2017
Q2 | $826K | Buy |
|
|||||
|
2017
Q1 | $801K | Buy |
|
|||||
|
2016
Q4 | $647K | Buy |
|
|||||
|
2016
Q3 | $485K | Sell |
|
|||||
|
2016
Q2 | $500K | Sell |
|
|||||
|
2016
Q1 | $500K | Buy |
|
|||||
|
2015
Q4 | $436K | Sell |
|
|||||
|
2015
Q3 | $411K | Buy |
|