Keel Point’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 | $4.25M | Buy |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $4.05M | Buy |
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|
2024
Q3 | $2.74M | Buy |
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|
2024
Q2 | $2.47M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $984K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $946K | Sell |
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|
2022
Q3 | $922K | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $986K | Buy |
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|
2021
Q2 | $948K | Buy |
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|
2021
Q1 | $772K | Sell |
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|
2020
Q4 | $751K | Sell |
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|
2020
Q3 | $735K | Sell |
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|
2020
Q2 | $690K | Buy |
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|
2020
Q1 | $544K | Sell |
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|
2019
Q4 | $688K | Buy |
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|
2019
Q3 | $617K | Sell |
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|
2019
Q2 | $627K | Buy |
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|
2019
Q1 | $575K | Sell |
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|
2018
Q4 | $544K | Buy |
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|
2018
Q3 | $606K | Buy |
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|
2018
Q2 | $516K | Buy |
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|
2018
Q1 | $447K | Sell |
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|
2017
Q4 | $460K | Buy |
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|
2017
Q3 | $433K | Buy |
|
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|
2017
Q2 | $416K | Buy |
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|
2017
Q1 | $405K | Sell |
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|
2016
Q4 | $706K | Buy |
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|
2016
Q3 | $681K | Sell |
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|
2016
Q2 | $665K | Sell |
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|
2016
Q1 | $674K | Buy |
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|
2015
Q4 | $647K | Buy |
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|
2015
Q3 | $555K | Buy |
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|
2015
Q2 | $612K | Hold |
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|
2015
Q1 | $597K | Buy |
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