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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $805K | Sell |
1,232
-376
| -23% | -$257K | 0.32% | 64 |
|
|
2025
Q4 | $1.1M | Sell |
1,608
-22
| -1% | -$14.9K | 0.44% | 50 |
|
|
2025
Q3 | $1.09M | Sell |
1,630
-3
| -0.2% | -$1.93K | 0.42% | 48 |
|
|
2025
Q2 | $1.01M | Hold |
1,633
| – | – | 0.43% | 49 |
|
|
2025
Q1 | $918K | Buy |
1,633
+70
| +4% | +$41.3K | 0.43% | 49 |
|
|
2024
Q4 | $921K | Sell |
1,563
-5
| -0.3% | -$2.96K | 0.43% | 50 |
|
|
2024
Q3 | $905K | Buy |
1,568
+297
| +23% | +$165K | 0.41% | 53 |
|
|
2024
Q2 | $696K | Buy |
1,271
+11
| +0.9% | +$5.78K | 0.35% | 53 |
|
|
2024
Q1 | $662K | Buy |
1,260
+1
| +0.1% | +$500 | 0.35% | 52 |
|
|
2023
Q4 | $602K | Sell |
1,259
-153
| -11% | -$68.5K | 0.34% | 53 |
|
|
2023
Q3 | $606K | Buy |
1,412
+192
| +16% | +$85.9K | 0.38% | 52 |
|
|
2023
Q2 | $544K | Buy |
1,220
+1
| +0.1% | +$421 | 0.35% | 54 |
|
|
2023
Q1 | $501K | Hold |
1,219
| – | – | 0.35% | 54 |
|
|
2022
Q4 | $468K | Buy |
1,219
+21
| +2% | +$8.1K | 0.35% | 56 |
|
|
2022
Q3 | $430K | Hold |
1,198
| – | – | 0.34% | 55 |
|
|
2022
Q2 | $454K | Sell |
1,198
-329
| -22% | -$135K | 0.34% | 55 |
|
|
2022
Q1 | $693K | Buy |
1,527
+22
| +1% | +$9.84K | 0.47% | 43 |
|
|
2021
Q4 | $718K | Buy |
1,505
+91
| +6% | +$41.9K | 0.47% | 42 |
|
|
2021
Q3 | $609K | Buy |
1,414
+411
| +41% | +$182K | 0.44% | 44 |
|
|
2021
Q2 | $431K | Buy |
1,003
+69
| +7% | +$28.9K | 0.32% | 44 |
|
|
2021
Q1 | $372K | Buy |
934
+212
| +29% | +$82.1K | 0.29% | 50 |
|
|
2020
Q4 | $271K | Hold |
722
| – | – | 0.23% | 60 |
|
|
2020
Q3 | $242K | Hold |
722
| – | – | 0.23% | 61 |
|
|
2020
Q2 | $223K | Buy |
+722
| New | +$212K | 0.23% | 62 |
|
|
2020
Q1 | – | Sell |
-722
| Closed | -$233K | – | 81 |
|
|
2019
Q4 | $233K | Buy |
+722
| New | +$223K | 0.15% | 72 |
|
|
2017
Q2 | – | Sell |
-497
| Closed | -$117K | – | 161 |
|
|
2017
Q1 | $117K | Buy |
+497
| New | +$116K | 0.08% | 93 |
|
|
2015
Q4 | – | Sell |
-427
| Closed | -$82K | – | 180 |
|
|
2015
Q3 | $82K | Hold |
427
| – | – | 0.05% | 111 |
|
|
2015
Q2 | $88K | Buy |
+427
| New | +$90.4K | 0.05% | 112 |
|
|
2015
Q1 | – | Sell |
-495
| Closed | -$102K | – | 177 |
|
|
2014
Q4 | $102K | Buy |
495
+342
| +224% | +$69.2K | 0.06% | 110 |
|
|
2014
Q3 | $30K | Hold |
153
| – | – | 0.02% | 190 |
|
|
2014
Q2 | $30K | Hold |
153
| – | – | 0.02% | 199 |
|
|
2014
Q1 | $29K | Hold |
153
| – | – | 0.02% | 185 |
|
|
2013
Q4 | $28K | Buy |
+153
| New | +$27.2K | 0.02% | 167 |
|
Other funds holding IVV
