KCM Investment Advisors’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 | $7.6M | Buy |
|
|||||
|
2025
Q1 | $6.68M | Sell |
|
|||||
|
2024
Q4 | $7.04M | Buy |
|
|||||
|
2024
Q3 | $6.8M | Sell |
|
|||||
|
2024
Q2 | $6.47M | Sell |
|
|||||
|
2024
Q1 | $6.51M | Buy |
|
|||||
|
2023
Q4 | $5.83M | Sell |
|
|||||
|
2023
Q3 | $5.36M | Sell |
|
|||||
|
2023
Q2 | $5.97M | Sell |
|
|||||
|
2023
Q1 | $6.97M | Buy |
|
|||||
|
2022
Q4 | $5.29M | Buy |
|
|||||
|
2022
Q3 | $4.88M | Sell |
|
|||||
|
2022
Q2 | $5.39M | Buy |
|
|||||
|
2022
Q1 | $6.45M | Sell |
|
|||||
|
2021
Q4 | $7.56M | Buy |
|
|||||
|
2021
Q3 | $6.72M | Buy |
|
|||||
|
2021
Q2 | $6.62M | Sell |
|
|||||
|
2021
Q1 | $6.18M | Buy |
|
|||||
|
2020
Q4 | $5.83M | Sell |
|
|||||
|
2020
Q3 | $5.31M | Sell |
|
|||||
|
2020
Q2 | $6.15M | Sell |
|
|||||
|
2020
Q1 | $24M | Buy |
|
|||||
|
2019
Q4 | $8.17M | Sell |
|
|||||
|
2019
Q3 | $8.57M | Sell |
|
|||||
|
2019
Q2 | $8.65M | Buy |
|
|||||
|
2019
Q1 | $8.34M | Buy |
|
|||||
|
2018
Q4 | $5.91M | Sell |
|
|||||
|
2018
Q3 | $7.2M | Sell |
|
|||||
|
2018
Q2 | $6.75M | Sell |
|
|||||
|
2018
Q1 | $7.43M | Buy |
|
|||||
|
2017
Q4 | $6.43M | Buy |
|
|||||
|
2017
Q3 | $5.63M | Buy |
|
|||||
|
2017
Q2 | $4.37M | Buy |
|
|||||
|
2017
Q1 | $1.81M | Buy |
|
|||||
|
2016
Q4 | $603K | Hold |
|
|||||
|
2016
Q3 | $583K | Buy |
|
|||||
|
2016
Q2 | $533K | Hold |
|
|||||
|
2016
Q1 | $523K | Sell |
|
|||||
|
2015
Q4 | $560K | Hold |
|
|||||
|
2015
Q3 | $527K | Hold |
|
|||||
|
2015
Q2 | $566K | Sell |
|
|||||
|
2015
Q1 | $621K | Buy |
|
|||||
|
2014
Q4 | $596K | Buy |
|
|||||
|
2014
Q3 | $513K | Hold |
|
|||||
|
2014
Q2 | $510K | Hold |
|
|||||
|
2014
Q1 | $487K | Buy |
|
|||||
|
2013
Q4 | $462K | Hold |
|
|||||
|
2013
Q3 | $420K | Sell |
|
|||||
|
2013
Q2 | $446K | Buy |
|