Litman Gregory Wealth 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 | $152M | Sell |
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|
2025
Q2 | $142M | Buy |
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|
2025
Q1 | $126M | Sell |
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|
2024
Q4 | $134M | Buy |
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|
2024
Q3 | $131M | Sell |
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|
2024
Q2 | $125M | Buy |
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|
2024
Q1 | $118M | Buy |
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|
2023
Q4 | $107M | Sell |
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|
2023
Q3 | $97M | Sell |
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|
2023
Q2 | $102M | Buy |
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|
2023
Q1 | $78.7M | Sell |
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|
2022
Q4 | $90.4M | Sell |
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|
2022
Q3 | $87.8M | Buy |
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|
2022
Q2 | $91.4M | Buy |
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|
2022
Q1 | $107M | Buy |
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|
2021
Q4 | $97.9M | Sell |
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|
2021
Q3 | $88.5M | Buy |
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|
2021
Q2 | $87.4K | Sell |
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|
2021
Q1 | $84.6M | Buy |
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|
2020
Q4 | $78.3M | Buy |
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|
2020
Q3 | $69.5M | Sell |
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|
2020
Q2 | $65.8M | Sell |
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|
2020
Q1 | $58.3M | Buy |
|
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|
2019
Q4 | $51.4M | Buy |
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|
2019
Q3 | $44.7M | Buy |
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|
2019
Q2 | $41.4M | Buy |
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|
2019
Q1 | $39M | Buy |
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|
2018
Q4 | $32.7M | Buy |
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|
2018
Q3 | $22.4M | Buy |
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|
2018
Q2 | $20.7M | Buy |
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|
2018
Q1 | $19.9M | Buy |
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|
2017
Q4 | $19.4K | Buy |
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|
2017
Q3 | $16.8M | Buy |
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|
2017
Q2 | $16M | Buy |
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|
2017
Q1 | $13.5M | Buy |
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|
2016
Q4 | $11.6M | Buy |
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|
2016
Q3 | $9.79M | Buy |
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|
2016
Q2 | $8.82M | Buy |
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|
2016
Q1 | $7.31M | Buy |
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|
2015
Q4 | $6.06M | Buy |
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|
2014
Q3 | $1.53M | Sell |
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|
2014
Q2 | $8.03M | Buy |
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|
2014
Q1 | $7.39M | Buy |
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|
2013
Q4 | $7.23M | Sell |
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|
2013
Q3 | $6.74M | Sell |
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|
2013
Q2 | $6.53M | Buy |
|