L. Roy Papp & 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
Q3 | $941K | Buy |
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|
2025
Q2 | $687K | Buy |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $519K | Hold |
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|
2023
Q3 | $467K | Hold |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $786K | Buy |
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|
2020
Q3 | $629K | Sell |
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|
2020
Q2 | $617K | Sell |
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|
2020
Q1 | $522K | Sell |
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|
2019
Q4 | $710K | Sell |
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|
2019
Q3 | $680K | Hold |
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|
2019
Q2 | $671K | Buy |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $313K | Sell |
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|
2018
Q1 | $421K | Hold |
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|
2017
Q4 | $421K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $381K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $320K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $230K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $213K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $208K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $352K | Buy |
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|
2014
Q3 | $294K | Buy |
|