Lee, Danner & Bass’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 | $1.97M | Buy |
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|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $403K | Buy |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $375K | Sell |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $486K | Hold |
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|
2020
Q4 | $458K | Sell |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $691K | Sell |
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|
2019
Q4 | $866K | Buy |
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|
2019
Q3 | $229K | Sell |
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|
2019
Q2 | $314K | Sell |
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|
2019
Q1 | $432K | Sell |
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|
2018
Q4 | $382K | Buy |
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|
2018
Q3 | $438K | Buy |
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|
2018
Q2 | $384K | Hold |
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $428K | Sell |
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|
2017
Q3 | $407K | Sell |
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|
2017
Q2 | $429K | Sell |
|
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|
2017
Q1 | $423K | Hold |
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|
2016
Q4 | $401K | Sell |
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|
2016
Q3 | $389K | Sell |
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|
2016
Q2 | $378K | Hold |
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|
2016
Q1 | $378K | Sell |
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|
2015
Q4 | $410K | Buy |
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|
2015
Q3 | $378K | Sell |
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|
2015
Q2 | $562K | Sell |
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|
2015
Q1 | $655K | Buy |
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|
2014
Q4 | $633K | Buy |
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|
2014
Q3 | $362K | Sell |
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|
2014
Q2 | $389K | Hold |
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|
2014
Q1 | $372K | Hold |
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|
2013
Q4 | $367K | Sell |
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|
2013
Q3 | $410K | Hold |
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|
2013
Q2 | $390K | Buy |
|