Leavell Investment Management’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 | $10.9M | Sell |
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|
2025
Q2 | $10.6M | Sell |
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|
2025
Q1 | $9.66M | Sell |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $9.88M | Buy |
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|
2024
Q2 | $9.31M | Sell |
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|
2024
Q1 | $9.1M | Buy |
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|
2023
Q4 | $8.26M | Sell |
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|
2023
Q3 | $8.49M | Buy |
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|
2023
Q2 | $6.79M | Sell |
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|
2023
Q1 | $7.27M | Buy |
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|
2022
Q4 | $6.68M | Buy |
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|
2022
Q3 | $6.17M | Sell |
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|
2022
Q2 | $6.9M | Buy |
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|
2022
Q1 | $7.76M | Sell |
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|
2021
Q4 | $10.6M | Hold |
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|
2021
Q3 | $9.62M | Buy |
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|
2021
Q2 | $8.81M | Hold |
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|
2021
Q1 | $8.81M | Sell |
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|
2020
Q4 | $8.42M | Buy |
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|
2020
Q3 | $7.38M | Buy |
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|
2020
Q2 | $6.77M | Hold |
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|
2020
Q1 | $5.65M | Sell |
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|
2019
Q4 | $7.18M | Sell |
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|
2019
Q3 | $6.76M | Sell |
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|
2019
Q2 | $6.72M | Sell |
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|
2019
Q1 | $6.55M | Buy |
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|
2018
Q4 | $5.79M | Buy |
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|
2018
Q3 | $6.62M | Hold |
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|
2018
Q2 | $6.18M | Hold |
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|
2018
Q1 | $5.98M | Buy |
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|
2017
Q4 | $3.82M | Sell |
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|
2017
Q3 | $3.62M | Hold |
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|
2017
Q2 | $3.48M | Sell |
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|
2017
Q1 | $3.41M | Sell |
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|
2016
Q4 | $3.24M | Hold |
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|
2016
Q3 | $3.13M | Hold |
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|
2016
Q2 | $3.03M | Hold |
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|
2016
Q1 | $2.98M | Buy |
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|
2015
Q4 | $2.64M | Buy |
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|
2015
Q3 | $2.37M | Hold |
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|
2015
Q2 | $2.55M | Sell |
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|
2015
Q1 | $2.58M | Buy |
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|
2014
Q4 | $2.56M | Buy |
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|
2014
Q3 | $2.25M | Buy |
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|
2014
Q2 | $1.94M | Buy |
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|
2014
Q1 | $1.85M | Buy |
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|
2013
Q4 | $1.72M | Buy |
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|
2013
Q3 | $1.57M | Buy |
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|
2013
Q2 | $1.49M | Buy |
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