Madden Advisory Services’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 | $1.09M | Sell |
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|
2025
Q2 | $1.01M | Hold |
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|
2025
Q1 | $918K | Buy |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $905K | Buy |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $606K | Buy |
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|
2023
Q2 | $544K | Buy |
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|
2023
Q1 | $501K | Hold |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $693K | Buy |
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|
2021
Q4 | $718K | Buy |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $271K | Hold |
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|
2020
Q3 | $242K | Hold |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $117K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $82K | Hold |
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|
2015
Q2 | $88K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $102K | Buy |
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|
2014
Q3 | $30K | Hold |
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|
2014
Q2 | $30K | Hold |
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|
2014
Q1 | $29K | Hold |
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|
2013
Q4 | $28K | Buy |
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