Peak Asset 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 | $5.54M | Sell |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5.4M | Sell |
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|
2024
Q3 | $5.44M | Sell |
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|
2024
Q2 | $5.3M | Buy |
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|
2024
Q1 | $4.81M | Buy |
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|
2023
Q4 | $4.2M | Sell |
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|
2023
Q3 | $3.8M | Sell |
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|
2023
Q2 | $4.03M | Sell |
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|
2023
Q1 | $3.84M | Sell |
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|
2022
Q4 | $3.6M | Sell |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $3.6M | Sell |
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|
2022
Q1 | $4.82M | Sell |
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|
2021
Q4 | $5.46M | Sell |
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|
2021
Q3 | $4.99M | Sell |
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|
2021
Q2 | $5.17M | Sell |
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|
2021
Q1 | $5.62M | Sell |
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|
2020
Q4 | $5.41M | Sell |
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|
2020
Q3 | $4.99M | Sell |
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|
2020
Q2 | $4.64M | Sell |
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|
2020
Q1 | $4.35M | Sell |
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|
2019
Q4 | $5.69M | Buy |
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|
2019
Q3 | $5.12M | Buy |
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|
2019
Q2 | $4.99M | Sell |
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|
2019
Q1 | $4.91M | Buy |
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|
2018
Q4 | $4.29M | Sell |
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|
2018
Q3 | $5.28M | Buy |
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|
2018
Q2 | $4.54M | Sell |
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|
2018
Q1 | $4.47M | Buy |
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|
2017
Q4 | $4.38M | Sell |
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|
2017
Q3 | $4.2M | Sell |
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|
2017
Q2 | $4.33M | Buy |
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|
2017
Q1 | $4.04M | Buy |
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|
2016
Q4 | $3.79M | Buy |
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|
2016
Q3 | $3.29M | Buy |
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|
2016
Q2 | $3.16M | Buy |
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|
2016
Q1 | $2.63M | Buy |
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|
2015
Q4 | $1.8M | Sell |
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|
2015
Q3 | $1.94M | Sell |
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|
2015
Q2 | $2.16M | Buy |
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|
2015
Q1 | $1.33M | Buy |
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|
2014
Q4 | $1.13M | Buy |
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