Planning Alternatives’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 | $261M | Buy |
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|
2025
Q1 | $235M | Buy |
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|
2024
Q4 | $240M | Sell |
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|
2024
Q3 | $237M | Sell |
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|
2024
Q2 | $227M | Sell |
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|
2024
Q1 | $219M | Sell |
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|
2023
Q4 | $202M | Sell |
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|
2023
Q3 | $183M | Sell |
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|
2023
Q2 | $193M | Buy |
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|
2023
Q1 | $178M | Buy |
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|
2022
Q4 | $166M | Sell |
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|
2022
Q3 | $158M | Buy |
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|
2022
Q2 | $161M | Buy |
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|
2022
Q1 | $190M | Sell |
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|
2021
Q4 | $204M | Sell |
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|
2021
Q3 | $187M | Buy |
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|
2021
Q2 | $186M | Buy |
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|
2021
Q1 | $162M | Buy |
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|
2020
Q4 | $138M | Buy |
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|
2020
Q3 | $121M | Buy |
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|
2020
Q2 | $108M | Sell |
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|
2020
Q1 | $92.4M | Buy |
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|
2019
Q4 | $110M | Buy |
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|
2019
Q3 | $99.3M | Sell |
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|
2019
Q2 | $99.7M | Sell |
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|
2019
Q1 | $99.6M | Sell |
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|
2018
Q4 | $99.2M | Sell |
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|
2018
Q3 | $120M | Sell |
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|
2018
Q2 | $113M | Buy |
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|
2018
Q1 | $108M | Buy |
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|
2017
Q4 | $106M | Buy |
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|
2017
Q3 | $99.7M | Sell |
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|
2017
Q2 | $95.9M | Buy |
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|
2017
Q1 | $91.7M | Buy |
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|
2016
Q4 | $84.3M | Buy |
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|
2016
Q3 | $79.9M | Sell |
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|
2016
Q2 | $78.4M | Buy |
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|
2016
Q1 | $75.3M | Buy |
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|
2015
Q4 | $54.5M | Buy |
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|
2015
Q3 | $47.5M | Sell |
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|
2015
Q2 | $54.7M | Buy |
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|
2015
Q1 | $52.4M | Buy |
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|
2014
Q4 | $49.2M | Buy |
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|
2014
Q3 | $37.1M | Buy |
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|
2014
Q2 | $34.5M | Buy |
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|
2014
Q1 | $10.3M | Buy |
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