Leonard Rickey Investment Advisors’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 | $1.29M | Sell |
|
|||||
|
2025
Q2 | $1.23M | Buy |
|
|||||
|
2025
Q1 | $1.06M | Sell |
|
|||||
|
2024
Q4 | $1.17M | Sell |
|
|||||
|
2024
Q3 | $1.17M | Sell |
|
|||||
|
2024
Q2 | $1.15M | Buy |
|
|||||
|
2024
Q1 | $1.09M | Sell |
|
|||||
|
2023
Q4 | $1.03M | Sell |
|
|||||
|
2023
Q3 | $936K | Sell |
|
|||||
|
2023
Q2 | $1.03M | Sell |
|
|||||
|
2023
Q1 | $1M | Sell |
|
|||||
|
2022
Q4 | $1.08M | Sell |
|
|||||
|
2022
Q3 | $1.02M | Sell |
|
|||||
|
2022
Q2 | $1.11M | Buy |
|
|||||
|
2022
Q1 | $1.32M | Buy |
|
|||||
|
2021
Q4 | $1.38M | Buy |
|
|||||
|
2021
Q3 | $1.13M | Buy |
|
|||||
|
2021
Q2 | $1.13M | Sell |
|
|||||
|
2021
Q1 | $1.05M | Buy |
|
|||||
|
2020
Q4 | $918K | Buy |
|
|||||
|
2020
Q3 | $807K | Sell |
|
|||||
|
2020
Q2 | $752K | Sell |
|
|||||
|
2020
Q1 | $631K | Sell |
|
|||||
|
2019
Q4 | $807K | Buy |
|
|||||
|
2019
Q3 | $735K | Sell |
|
|||||
|
2019
Q2 | $820K | Buy |
|
|||||
|
2019
Q1 | $414K | Buy |
|
|||||
|
2018
Q4 | $247K | Buy |
|
|||||
|
2018
Q3 | $266K | Sell |
|
|||||
|
2018
Q2 | $386K | Sell |
|
|||||
|
2018
Q1 | $404K | Buy |
|
|||||
|
2017
Q4 | $400K | Buy |
|