Marquette Asset 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 | $34.8K | Hold |
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|
2025
Q2 | $32.3K | Sell |
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|
2025
Q1 | $44.4K | Buy |
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|
2024
Q4 | $30.6K | Sell |
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|
2024
Q3 | $72.1K | Buy |
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|
2024
Q2 | $33.9K | Sell |
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|
2024
Q1 | $34.7K | Sell |
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|
2023
Q4 | $42.5K | Sell |
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|
2023
Q3 | $41.7K | Sell |
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|
2023
Q2 | $65.5K | Sell |
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|
2023
Q1 | $62.9K | Sell |
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|
2022
Q4 | $69.5K | Sell |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $70K | Sell |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $95K | Sell |
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|
2021
Q3 | $111K | Buy |
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|
2021
Q2 | $92K | Sell |
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|
2021
Q1 | $89K | Sell |
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|
2020
Q4 | $88K | Sell |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $78K | Sell |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $84K | Hold |
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|
2019
Q3 | $78K | Hold |
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|
2019
Q2 | $77K | Sell |
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|
2019
Q1 | $77K | Buy |
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