Koss-Olinger Consulting’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 | $7.86M | Sell |
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|
2025
Q2 | $7.88M | Sell |
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|
2025
Q1 | $7.49M | Sell |
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|
2024
Q4 | $7.98M | Buy |
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|
2024
Q3 | $6.73M | Buy |
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|
2024
Q2 | $6.36M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.06M | Sell |
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|
2023
Q3 | $6.07M | Sell |
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|
2023
Q2 | $6.32M | Sell |
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|
2023
Q1 | $5.88M | Sell |
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|
2022
Q4 | $5.61M | Sell |
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|
2022
Q3 | $5.25M | Sell |
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|
2022
Q2 | $5.78M | Sell |
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|
2022
Q1 | $7.6M | Sell |
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|
2021
Q4 | $8.67M | Sell |
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|
2021
Q3 | $8.29M | Sell |
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|
2021
Q2 | $8.5M | Buy |
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|
2021
Q1 | $7.56M | Buy |
|