Mutual Advisors’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 | $122M | Buy |
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|
2025
Q1 | $104M | Sell |
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|
2024
Q4 | $117M | Buy |
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|
2024
Q3 | $111M | Sell |
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|
2024
Q2 | $115M | Buy |
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|
2024
Q1 | $109M | Sell |
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|
2023
Q4 | $108M | Buy |
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|
2023
Q3 | $89.4M | Buy |
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|
2023
Q2 | $92M | Buy |
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|
2023
Q1 | $81.7M | Buy |
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|
2022
Q4 | $66.8M | Buy |
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|
2022
Q3 | $61M | Buy |
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|
2022
Q2 | $57.3M | Buy |
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|
2022
Q1 | $67.3M | Buy |
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|
2021
Q4 | $65.2M | Buy |
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|
2021
Q3 | $55.6M | Buy |
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|
2021
Q2 | $49.1M | Buy |
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|
2021
Q1 | $41M | Sell |
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|
2020
Q4 | $42.1M | Sell |
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|
2020
Q3 | $39.6M | Sell |
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|
2020
Q2 | $37.5M | Sell |
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|
2020
Q1 | $33.3M | Sell |
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|
2019
Q4 | $42.1M | Buy |
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|
2019
Q3 | $36M | Buy |
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|
2019
Q2 | $34.6M | Sell |
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|
2019
Q1 | $35M | Sell |
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|
2018
Q4 | $31.8M | Buy |
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|
2018
Q3 | $33.9M | Buy |
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|
2018
Q2 | $3.04M | Buy |
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|
2018
Q1 | $2.76M | Buy |
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|
2017
Q4 | $2.63M | Buy |
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