King Wealth Management Group’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 | $101M | Buy |
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|
2025
Q1 | $89.4M | Buy |
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|
2024
Q4 | $92.5M | Buy |
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|
2024
Q3 | $85.9M | Buy |
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|
2024
Q2 | $81.5M | Buy |
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|
2024
Q1 | $77.8M | Buy |
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|
2023
Q4 | $69.3M | Buy |
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|
2023
Q3 | $62M | Buy |
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|
2023
Q2 | $63M | Buy |
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|
2023
Q1 | $56.4M | Buy |
|
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|
2022
Q4 | $51.5M | Buy |
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|
2022
Q3 | $46.7M | Buy |
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|
2022
Q2 | $48M | Buy |
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|
2022
Q1 | $53M | Buy |
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|
2021
Q4 | $51.8M | Buy |
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|
2021
Q3 | $45.6M | Buy |
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|
2021
Q2 | $44.2M | Buy |
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|
2021
Q1 | $36.8M | Buy |
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|
2020
Q4 | $33.4M | Buy |
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|
2020
Q3 | $29.7M | Buy |
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|
2020
Q2 | $26.7M | Buy |
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|
2020
Q1 | $20.9M | Sell |
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|
2019
Q4 | $37M | Buy |
|
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|
2019
Q3 | $33.6M | Buy |
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|
2019
Q2 | $30.6M | Buy |
|
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|
2019
Q1 | $28.1M | Sell |
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|
2018
Q4 | $26.1M | Buy |
|
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|
2018
Q3 | $27.2M | Buy |
|
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|
2018
Q2 | $24.2M | Buy |
|
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|
2018
Q1 | $21.3M | Buy |
|
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|
2017
Q4 | $18.2M | Buy |
|
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|
2017
Q3 | $16M | Buy |
|
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|
2017
Q2 | $12.6M | Buy |
|
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|
2017
Q1 | $10.2M | Buy |
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|
2016
Q4 | $8.18M | Buy |
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|
2016
Q3 | $6.7M | Buy |
|
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|
2016
Q2 | $5.05M | Buy |
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|
2016
Q1 | $4.85M | Buy |
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|
2015
Q4 | $4.13M | Buy |
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|
2015
Q3 | $3.45M | Buy |
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|
2015
Q2 | $1.55M | Buy |
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|
2015
Q1 | $243K | Buy |
|