Money Concepts Capital’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
Q2 | $12.5M | Buy |
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|
2025
Q1 | $7.55M | Buy |
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|
2024
Q4 | $7.85M | Buy |
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|
2024
Q3 | $7.06M | Buy |
|
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|
2024
Q2 | $6.32M | Sell |
|
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|
2024
Q1 | $6.19M | Sell |
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|
2023
Q4 | $5.97M | Buy |
|
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|
2023
Q3 | $4.27M | Buy |
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|
2023
Q2 | $4.37M | Sell |
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|
2023
Q1 | $1.71M | Buy |
|
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|
2022
Q4 | $8.58M | Buy |
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|
2022
Q3 | $3.85M | Buy |
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|
2022
Q2 | $4.04M | Sell |
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|
2022
Q1 | $60.4M | Buy |
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|
2021
Q4 | $58.3M | Buy |
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|
2021
Q1 | $47.8M | Buy |
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|
2020
Q4 | $43.3M | Buy |
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