Money Design’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 | $11.3M | Sell |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $9.58M | Sell |
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|
2024
Q1 | $9.27M | Buy |
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|
2023
Q4 | $7.69M | Buy |
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|
2023
Q3 | $6.84M | Buy |
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|
2023
Q2 | $6.92M | Sell |
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|
2023
Q1 | $6.68M | Buy |
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|
2022
Q4 | $5.92M | Buy |
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|
2022
Q3 | $4.91M | Sell |
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|
2022
Q2 | $5.39M | Buy |
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|
2022
Q1 | $6.29M | Sell |
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|
2021
Q4 | $6.81M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | $139K | Buy |
|