Nicollet Investment Management’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 | $910K | Hold |
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|
2025
Q1 | $823K | Buy |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $537K | Hold |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $435K | Hold |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $415K | Hold |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $947K | Hold |
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|
2020
Q4 | $893K | Sell |
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|
2020
Q3 | $828K | Buy |
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|
2020
Q2 | $759K | Buy |
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|
2020
Q1 | $632K | Hold |
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|
2019
Q4 | $791 | Buy |
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|
2019
Q3 | $705K | Hold |
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|
2019
Q2 | $696K | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $965K | Buy |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $1.06M | Buy |
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