Klingman & Associates’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 | $318M | Sell |
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|
2025
Q1 | $297M | Buy |
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|
2024
Q4 | $308M | Buy |
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|
2024
Q3 | $301M | Buy |
|
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|
2024
Q2 | $281M | Buy |
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|
2024
Q1 | $264M | Buy |
|
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|
2023
Q4 | $237M | Buy |
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|
2023
Q3 | $208M | Buy |
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|
2023
Q2 | $210M | Buy |
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|
2023
Q1 | $190M | Buy |
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|
2022
Q4 | $172M | Buy |
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|
2022
Q3 | $157M | Sell |
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|
2022
Q2 | $181M | Buy |
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|
2022
Q1 | $209M | Buy |
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|
2021
Q4 | $213M | Buy |
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|
2021
Q3 | $185M | Buy |
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|
2021
Q2 | $179M | Buy |
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|
2021
Q1 | $161M | Buy |
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|
2020
Q4 | $140M | Buy |
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|
2020
Q3 | $113M | Buy |
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|
2020
Q2 | $102M | Buy |
|
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|
2020
Q1 | $78.6M | Sell |
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|
2019
Q4 | $125M | Buy |
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|
2019
Q3 | $104M | Buy |
|
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|
2019
Q2 | $92.4M | Buy |
|
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|
2019
Q1 | $85.5M | Buy |
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|
2018
Q4 | $73.6M | Buy |
|
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|
2018
Q3 | $77.9M | Buy |
|
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|
2018
Q2 | $70.5M | Buy |
|
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|
2018
Q1 | $65.3M | Buy |
|
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|
2017
Q4 | $62.4M | Buy |
|
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|
2017
Q3 | $57.8M | Buy |
|
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|
2017
Q2 | $52.5M | Buy |
|
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|
2017
Q1 | $48.3M | Buy |
|
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|
2016
Q4 | $41M | Buy |
|
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|
2016
Q3 | $37.1M | Buy |
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|
2016
Q2 | $32.2M | Buy |
|
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|
2016
Q1 | $24M | Buy |
|
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|
2015
Q4 | $18.8M | Sell |
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|
2015
Q3 | $24M | Buy |
|
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|
2015
Q2 | $23.3M | Buy |
|
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|
2015
Q1 | $16.7M | Buy |
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|
2014
Q4 | $14.3M | Buy |
|