Kestra Advisory Services’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 | $442M | Sell |
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|
2025
Q2 | $455M | Buy |
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|
2025
Q1 | $353M | Sell |
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|
2024
Q4 | $399M | Buy |
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|
2024
Q3 | $352M | Sell |
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|
2024
Q2 | $324M | Buy |
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|
2024
Q1 | $312M | Buy |
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|
2023
Q4 | $263M | Buy |
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|
2023
Q3 | $223M | Buy |
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|
2023
Q2 | $222M | Sell |
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|
2023
Q1 | $210M | Sell |
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|
2022
Q4 | $291M | Buy |
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|
2022
Q3 | $271M | Buy |
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|
2022
Q2 | $244M | Sell |
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|
2022
Q1 | $305M | Buy |
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|
2021
Q4 | $304M | Buy |
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|
2021
Q3 | $258M | Buy |
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|
2021
Q2 | $238M | Buy |
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|
2021
Q1 | $216M | Sell |
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|
2020
Q4 | $230M | Buy |
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|
2020
Q3 | $139M | Buy |
|