Pettyjohn Wood & White’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 | $3.18M | Hold |
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|
2025
Q1 | $2.88M | Sell |
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|
2024
Q4 | $3.04M | Sell |
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|
2024
Q3 | $3.02M | Sell |
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|
2024
Q2 | $2.94M | Buy |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.75M | Hold |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.24M | Hold |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.59M | Hold |
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|
2021
Q3 | $1.43M | Hold |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $1.34M | Hold |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.2M | Hold |
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|
2020
Q1 | $1M | Sell |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.3M | Sell |
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|
2019
Q2 | $1.34M | Hold |
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|
2019
Q1 | $1.29M | Hold |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $922K | Hold |
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|
2018
Q1 | $896K | Sell |
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|
2017
Q4 | $937K | Buy |
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|
2017
Q3 | $860K | Hold |
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|
2017
Q2 | $828K | Hold |
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|
2017
Q1 | $807K | Sell |
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|
2016
Q4 | $795K | Sell |
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|
2016
Q3 | $791K | Sell |
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|
2016
Q2 | $781K | Sell |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $356K | Hold |
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|
2015
Q2 | $383K | Hold |
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|
2015
Q1 | $384K | Hold |
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|
2014
Q4 | $382K | Hold |
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|
2014
Q3 | $366K | Hold |
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|
2014
Q2 | $364K | Hold |
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|
2014
Q1 | $348K | Buy |
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