ProVise Management Group’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 | $956K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $787K | Sell |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $863K | Sell |
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|
2022
Q3 | $820K | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $704K | Buy |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $548K | Buy |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $613K | Hold |
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|
2019
Q3 | $566K | Buy |
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|
2019
Q2 | $541K | Sell |
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|
2019
Q1 | $545K | Sell |
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|
2018
Q4 | $544K | Sell |
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|
2018
Q3 | $634K | Sell |
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|
2018
Q2 | $593 | Sell |
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|
2018
Q1 | $591K | Sell |
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|
2017
Q4 | $609K | Sell |
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|
2017
Q3 | $599K | Buy |
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|
2017
Q2 | $574K | Sell |
|
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|
2017
Q1 | $786K | Hold |
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|
2016
Q4 | $745K | Sell |
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|
2016
Q3 | $749K | Buy |
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|
2016
Q2 | $641K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $201K | Sell |
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|
2014
Q4 | $951K | Sell |
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|
2014
Q3 | $977K | Sell |
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|
2014
Q2 | $1.14M | Buy |
|