Oldfather Financial Services’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 | $4.22M | Sell |
|
|||||
|
2025
Q2 | $3.94M | Sell |
|
|||||
|
2025
Q1 | $3.69M | Buy |
|
|||||
|
2024
Q4 | $3.79M | Sell |
|
|||||
|
2024
Q3 | $3.73M | Sell |
|
|||||
|
2024
Q2 | $3.55M | Buy |
|
|||||
|
2024
Q1 | $3.41M | Sell |
|
|||||
|
2023
Q4 | $3.14M | Buy |
|
|||||
|
2023
Q3 | $2.82M | Sell |
|
|||||
|
2023
Q2 | $2.93M | Sell |
|
|||||
|
2023
Q1 | $2.74M | Buy |
|
|||||
|
2022
Q4 | $2.55M | Sell |
|
|||||
|
2022
Q3 | $2.71M | Sell |
|
|||||
|
2022
Q2 | $3.09M | Buy |
|
|||||
|
2022
Q1 | $3.24M | Sell |
|
|||||
|
2021
Q4 | $3.42M | Sell |
|
|||||
|
2021
Q3 | $3.59M | Buy |
|
|||||
|
2021
Q2 | $3.38M | Buy |
|
|||||
|
2021
Q1 | $3.12M | Sell |
|
|||||
|
2020
Q4 | $2.99M | Buy |
|
|||||
|
2020
Q3 | $2.67M | Buy |
|
|||||
|
2020
Q2 | $2.4M | Sell |
|
|||||
|
2020
Q1 | $2.14M | Buy |
|
|||||
|
2019
Q4 | $2.42M | Buy |
|