RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $943K | Buy |
1,260
+194
| +18% | +$141K | 0.21% | 104 |
|
|
2026
Q1 | $697K | Buy |
1,066
+119
| +13% | +$81.3K | 0.17% | 131 |
|
|
2025
Q4 | $649K | Sell |
947
-854
| -47% | -$580K | 0.16% | 130 |
|
|
2025
Q3 | $1.21M | Buy |
1,801
+527
| +41% | +$339K | 0.3% | 100 |
|
|
2025
Q2 | $791K | Sell |
1,274
-39
| -3% | -$22.4K | 0.21% | 113 |
|
|
2025
Q1 | $738K | Buy |
1,313
+193
| +17% | +$114K | 0.22% | 108 |
|
|
2024
Q4 | $660K | Buy |
1,120
+5
| +0.4% | +$2.96K | 0.19% | 115 |
|
|
2024
Q3 | $643K | Buy |
1,115
+83
| +8% | +$46.1K | 0.2% | 119 |
|
|
2024
Q2 | $565K | Buy |
1,032
+22
| +2% | +$11.6K | 0.19% | 125 |
|
|
2024
Q1 | $531K | Sell |
1,010
-91
| -8% | -$45.5K | 0.18% | 124 |
|
|
2023
Q4 | $526K | Buy |
1,101
+318
| +41% | +$142K | 0.2% | 123 |
|
|
2023
Q3 | $336K | Buy |
783
+25
| +3% | +$11.2K | 0.15% | 148 |
|
|
2023
Q2 | $338K | Buy |
758
+7
| +0.9% | +$2.95K | 0.14% | 147 |
|
|
2023
Q1 | $309K | Buy |
751
+16
| +2% | +$6.42K | 0.14% | 155 |
|
|
2022
Q4 | $283K | Sell |
735
-93
| -11% | -$35.9K | 0.14% | 156 |
|
|
2022
Q3 | $297K | Sell |
828
-50
| -6% | -$20K | 0.16% | 143 |
|
|
2022
Q2 | $333K | Buy |
878
+17
| +2% | +$6.99K | 0.17% | 139 |
|
|
2022
Q1 | $391K | Sell |
861
-4
| -0.5% | -$1.79K | 0.17% | 141 |
|
|
2021
Q4 | $413K | Buy |
865
+13
| +2% | +$5.99K | 0.17% | 138 |
|
|
2021
Q3 | $367K | Sell |
852
-603
| -41% | -$267K | 0.16% | 146 |
|
|
2021
Q2 | $626K | Sell |
1,455
-388
| -21% | -$163K | 0.28% | 87 |
|
|
2021
Q1 | $733K | Sell |
1,843
-711
| -28% | -$275K | 0.31% | 85 |
|
|
2020
Q4 | $959K | Sell |
2,554
-42
| -2% | -$14.9K | 0.43% | 67 |
|
|
2020
Q3 | $872K | Buy |
2,596
+30
| +1% | +$9.98K | 0.4% | 69 |
|
|
2020
Q2 | $795K | Buy |
2,566
+153
| +6% | +$44.9K | 0.4% | 68 |
|
|
2020
Q1 | $624K | Sell |
2,413
-333
| -12% | -$102K | 0.38% | 72 |
|
|
2019
Q4 | $901K | Sell |
2,746
-534
| -16% | -$165K | 0.37% | 70 |
|
|
2019
Q3 | $1.03M | Buy |
3,280
+1,253
| +62% | +$372K | 0.44% | 61 |
|
|
2019
Q2 | $605K | Buy |
2,027
+41
| +2% | +$11.9K | 0.27% | 94 |
|
|
2019
Q1 | $580K | Buy |
+1,986
| New | +$543K | 0.27% | 88 |
|
Other funds holding IVV
OWM
LWMT
BOF
FFA
HCA
FHB
FWA
AAG
FCBT