Nadler Financial Group’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 | $27.5M | Buy |
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|
2025
Q2 | $24.8M | Buy |
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|
2025
Q1 | $22.2M | Buy |
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|
2024
Q4 | $22.7M | Buy |
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|
2024
Q3 | $21.8M | Buy |
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|
2024
Q2 | $20.4M | Buy |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $16.2M | Sell |
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|
2023
Q3 | $14.6M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $12.5M | Buy |
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|
2022
Q3 | $6.76M | Buy |
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|
2022
Q2 | $6.78M | Buy |
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|
2022
Q1 | $7.42M | Buy |
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|
2021
Q4 | $6.91M | Buy |
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|
2021
Q3 | $5.28M | Buy |
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|
2021
Q2 | $3.8M | Buy |
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|
2021
Q1 | $2.54M | Buy |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.27M | Hold |
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|
2020
Q2 | $1.17M | Hold |
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|
2020
Q1 | $976K | Buy |
|
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.13M | Hold |
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|
2019
Q2 | $1.11M | Hold |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.26M | Sell |
|
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|
2018
Q2 | $1.18M | Buy |
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|
2018
Q1 | $1.13M | Sell |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $1.15M | Hold |
|
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|
2017
Q2 | $1.11M | Hold |
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|
2017
Q1 | $1.08M | Hold |
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|
2016
Q4 | $1.02M | Hold |
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|
2016
Q3 | $991K | Buy |
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|
2016
Q2 | $887K | Hold |
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|
2016
Q1 | $871K | Buy |
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|
2015
Q4 | $813K | Buy |
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|
2015
Q3 | $726K | Hold |
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|
2015
Q2 | $781K | Hold |
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|
2015
Q1 | $783K | Hold |
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|
2014
Q4 | $779K | Hold |
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|
2014
Q3 | $747K | Hold |
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|
2014
Q2 | $742K | Hold |
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|
2014
Q1 | $709K | Hold |
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|
2013
Q4 | $700K | Hold |
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|
2013
Q3 | $636K | Hold |
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|
2013
Q2 | $606K | Buy |
|