Orgel Wealth 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
Q3 | $366M | Buy |
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|
2025
Q2 | $331M | Buy |
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|
2025
Q1 | $274M | Buy |
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|
2024
Q4 | $268M | Buy |
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|
2024
Q3 | $246M | Buy |
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|
2024
Q2 | $222M | Buy |
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|
2024
Q1 | $189M | Buy |
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|
2023
Q4 | $105M | Buy |
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|
2023
Q3 | $84.1M | Buy |
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|
2023
Q2 | $80.2M | Buy |
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|
2023
Q1 | $70.4M | Sell |
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|
2022
Q4 | $65.9M | Buy |
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|
2022
Q3 | $40.2M | Sell |
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|
2022
Q2 | $47M | Sell |
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|
2022
Q1 | $65.4M | Buy |
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|
2021
Q4 | $50M | Buy |
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|
2021
Q3 | $35.5M | Buy |
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|
2021
Q2 | $32.9M | Buy |
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|
2021
Q1 | $28.3M | Buy |
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|
2020
Q4 | $22.3M | Buy |
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|
2020
Q3 | $17.9M | Buy |
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|
2020
Q2 | $16.5M | Sell |
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|
2020
Q1 | $28.9M | Buy |
|
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|
2019
Q4 | $22.6M | Buy |
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|
2019
Q3 | $14.6M | Buy |
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|
2019
Q2 | $14M | Buy |
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|
2019
Q1 | $12.9M | Buy |
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|
2018
Q4 | $10.3M | Buy |
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|
2018
Q3 | $5.92M | Buy |
|
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|
2018
Q2 | $4.97M | Buy |
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|
2018
Q1 | $4.5M | Buy |
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|
2017
Q4 | $3.67M | Buy |
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|
2017
Q3 | $2.35M | Sell |
|
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|
2017
Q2 | $3.07M | Sell |
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|
2017
Q1 | $4.45M | Buy |
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|
2016
Q4 | $472K | Buy |
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|
2016
Q3 | $389K | Hold |
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|
2016
Q2 | $376K | Hold |
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|
2016
Q1 | $369K | Buy |
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|
2015
Q4 | $294K | Buy |
|