Keebeck Wealth 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
Q2 | $51.4M | Sell |
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|
2025
Q1 | $59.1M | Buy |
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|
2024
Q4 | $59.7M | Sell |
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|
2024
Q3 | $60.7M | Sell |
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|
2024
Q2 | $63M | Sell |
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|
2024
Q1 | $64.6M | Sell |
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|
2023
Q4 | $59.1M | Buy |
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|
2023
Q3 | $43.6M | Buy |
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|
2023
Q2 | $38.5M | Buy |
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|
2023
Q1 | $23.8M | Buy |
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|
2022
Q4 | $21.5M | Buy |
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|
2022
Q3 | $15.7M | Buy |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $16.7M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $8.69M | Sell |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $8.37M | Buy |
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|
2020
Q4 | $6.11M | Buy |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $2.15M | Buy |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $26K | Buy |
|