Parkside 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 | $4.19M | Buy |
6,746
+4,261
| +171% | +$2.45M | 0.92% | 21 |
|
|
2025
Q1 | $1.4M | Hold |
2,485
| – | – | 0.34% | 35 |
|
|
2024
Q4 | $1.46M | Sell |
2,485
-316
| -11% | -$187K | 0.34% | 35 |
|
|
2024
Q3 | $1.62M | Hold |
2,801
| – | – | 0.38% | 30 |
|
|
2024
Q2 | $1.53M | Hold |
2,801
| – | – | 0.39% | 32 |
|
|
2024
Q1 | $1.47M | Buy |
2,801
+104
| +4% | +$52K | 0.38% | 33 |
|
|
2023
Q4 | $1.29M | Sell |
2,697
-233
| -8% | -$104K | 0.36% | 32 |
|
|
2023
Q3 | $1.26M | Sell |
2,930
-199
| -6% | -$89K | 0.39% | 30 |
|
|
2023
Q2 | $1.39M | Sell |
3,129
-23
| -0.7% | -$9.69K | 0.43% | 29 |
|
|
2023
Q1 | $1.3M | Hold |
3,152
| – | – | 0.43% | 28 |
|
|
2022
Q4 | $1.21M | Sell |
3,152
-75
| -2% | -$28.9K | 0.42% | 31 |
|
|
2022
Q3 | $1.16M | Hold |
3,227
| – | – | 0.44% | 28 |
|
|
2022
Q2 | $1.22M | Hold |
3,227
| – | – | 0.44% | 27 |
|
|
2022
Q1 | $1.46M | Sell |
3,227
-71
| -2% | -$31.8K | 0.46% | 27 |
|
|
2021
Q4 | $1.57M | Hold |
3,298
| – | – | 0.48% | 27 |
|
|
2021
Q3 | $1.42M | Buy |
3,298
+367
| +13% | +$163K | 0.44% | 28 |
|
|
2021
Q2 | $1.26M | Hold |
2,931
| – | – | 0.4% | 28 |
|
|
2021
Q1 | $1.17M | Hold |
2,931
| – | – | 0.4% | 27 |
|
|
2020
Q4 | $1.1M | Sell |
2,931
-269
| -8% | -$95.7K | 0.41% | 29 |
|
|
2020
Q3 | $1.07M | Hold |
3,200
| – | – | 0.47% | 28 |
|
|
2020
Q2 | $991K | Sell |
3,200
-18
| -0.6% | -$5.29K | 0.46% | 26 |
|
|
2020
Q1 | $832K | Buy |
3,218
+18
| +0.6% | +$5.52K | 0.45% | 25 |
|
|
2019
Q4 | $1.03M | Hold |
3,200
| – | – | 0.46% | 28 |
|
|
2019
Q3 | $955K | Hold |
3,200
| – | – | 0.5% | 24 |
|
|
2019
Q2 | $943K | Hold |
3,200
| – | – | 0.52% | 23 |
|
|
2019
Q1 | $911K | Sell |
3,200
-613
| -16% | -$168K | 0.52% | 22 |
|
|
2018
Q4 | $961K | Sell |
3,813
-115
| -3% | -$31.2K | 0.59% | 22 |
|
|
2018
Q3 | $1.16M | Hold |
3,928
| – | – | 0.77% | 21 |
|
|
2018
Q2 | $1.08M | Hold |
3,928
| – | – | 0.76% | 20 |
|
|
2018
Q1 | $1.04M | Buy |
+3,928
| New | +$1.08M | 0.74% | 20 |
|
|
2015
Q3 | – | Sell |
-1,408
| Closed | -$292K | – | 32 |
|
|
2015
Q2 | $292K | Sell |
1,408
-150
| -10% | -$31.8K | 0.2% | 26 |
|
|
2015
Q1 | $324K | Sell |
1,558
-467
| -23% | -$97.1K | 0.22% | 26 |
|
|
2014
Q4 | $419K | Buy |
2,025
+66
| +3% | +$13.4K | 0.3% | 26 |
|
|
2014
Q3 | $388K | Sell |
1,959
-371
| -16% | -$73.8K | 0.28% | 26 |
|
|
2014
Q2 | $459K | Sell |
2,330
-379
| -14% | -$72.5K | 0.33% | 25 |
|
|
2014
Q1 | $510K | Sell |
2,709
-732
| -21% | -$135K | 0.39% | 23 |
|
|
2013
Q4 | $639K | Buy |
+3,441
| New | +$613K | 0.52% | 22 |
|
Other funds holding IVV
Parkside Advisors's IVV Position: Q2 2025 in Review
Parkside Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 171% in Q2 2025, buying an estimated $2.45M and bringing the position to 6,746 shares worth $4.19M. The position accounts for 0.92% of the portfolio, ranked #21.
Parkside Advisors first reported a position in IVV in Q4 2013 and has held it in 37 quarters since. 3,621 funds tracked by Wall St. Rank hold IVV as of Q2 2025.
- Parkside Advisors held 6,746 shares of iShares Core S&P 500 ETF worth $4.19M as of Q2 2025.
- Parkside Advisors bought 4,261 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $2.45M.
- iShares Core S&P 500 ETF made up 0.92% of Parkside Advisors's portfolio in Q2 2025, its #21 holding.
- Parkside Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 37 quarters since.
- 3,621 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.
Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.