Middleton & Co’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 | $31.5M | Sell |
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|
2025
Q2 | $31.2M | Sell |
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|
2025
Q1 | $29.4M | Sell |
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|
2024
Q4 | $31M | Buy |
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|
2024
Q3 | $30.3M | Buy |
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|
2024
Q2 | $28.4M | Buy |
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|
2024
Q1 | $26.9M | Buy |
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|
2023
Q4 | $23.8M | Sell |
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|
2023
Q3 | $21.5M | Sell |
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|
2023
Q2 | $22.3M | Buy |
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|
2023
Q1 | $20.6M | Buy |
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|
2022
Q4 | $19.1M | Sell |
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|
2022
Q3 | $17.8M | Sell |
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|
2022
Q2 | $19.1M | Buy |
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|
2022
Q1 | $22.6M | Buy |
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|
2021
Q4 | $23.5M | Sell |
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|
2021
Q3 | $22.5M | Sell |
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|
2021
Q2 | $22.5M | Buy |
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|
2021
Q1 | $17.6M | Buy |
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|
2020
Q4 | $4.76M | Sell |
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|
2020
Q3 | $4.67M | Sell |
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|
2020
Q2 | $4.61M | Sell |
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|
2020
Q1 | $4.07M | Sell |
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|
2019
Q4 | $5.75M | Sell |
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|
2019
Q3 | $5.53M | Sell |
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|
2019
Q2 | $5.5M | Sell |
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|
2019
Q1 | $5.54M | Buy |
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|
2018
Q4 | $4.81M | Buy |
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|
2018
Q3 | $5.54M | Buy |
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|
2018
Q2 | $5.05M | Buy |
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|
2018
Q1 | $4.66M | Sell |
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|
2017
Q4 | $4.76M | Buy |
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|
2017
Q3 | $4.42M | Buy |
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|
2017
Q2 | $3.86M | Buy |
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|
2017
Q1 | $3.6M | Buy |
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|
2016
Q4 | $420K | Buy |
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