Leith Wheeler Investment Counsel’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 | $483M | Sell |
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|
2025
Q2 | $471M | Sell |
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|
2025
Q1 | $431M | Sell |
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|
2024
Q4 | $455M | Sell |
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|
2024
Q3 | $477M | Sell |
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|
2024
Q2 | $454M | Buy |
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|
2024
Q1 | $398M | Sell |
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|
2023
Q4 | $363M | Sell |
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|
2023
Q3 | $333M | Buy |
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|
2023
Q2 | $338M | Buy |
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|
2023
Q1 | $310M | Sell |
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|
2022
Q4 | $312M | Sell |
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|
2022
Q3 | $297M | Buy |
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|
2022
Q2 | $400M | Buy |
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|
2022
Q1 | $371M | Sell |
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|
2021
Q4 | $401M | Sell |
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|
2021
Q3 | $386M | Sell |
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|
2021
Q2 | $400M | Buy |
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|
2021
Q1 | $370M | Sell |
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|
2020
Q4 | $449M | Buy |
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|
2020
Q3 | $282M | Buy |
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|
2020
Q2 | $241M | Buy |
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|
2020
Q1 | $198M | Buy |
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|
2019
Q4 | $244M | Sell |
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|
2019
Q3 | $229M | Sell |
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|
2019
Q2 | $226M | Hold |
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|
2019
Q1 | $220M | Sell |
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|
2018
Q4 | $196M | Sell |
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|
2018
Q3 | $228M | Sell |
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|
2018
Q2 | $217M | Buy |
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|
2018
Q1 | $30.9M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $192M | Buy |
|
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|
2017
Q2 | $184M | Buy |
|
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|
2017
Q1 | $119M | Buy |
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|
2016
Q4 | $150M | Sell |
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|
2016
Q3 | $145M | Buy |
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|
2016
Q2 | $139M | Buy |
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|
2016
Q1 | $128M | Buy |
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|
2015
Q4 | $125M | Buy |
|