Retirement Income Solutions’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
Q3 | $41.3M | Sell |
|
|||||
|
2025
Q2 | $40M | Sell |
|
|||||
|
2025
Q1 | $126M | Sell |
|
|||||
|
2024
Q4 | $162M | Buy |
|
|||||
|
2024
Q3 | $129M | Buy |
|
|||||
|
2024
Q2 | $120M | Buy |
|
|||||
|
2024
Q1 | $114M | Buy |
|
|||||
|
2023
Q4 | $102M | Buy |
|
|||||
|
2023
Q3 | $89.2M | Buy |
|
|||||
|
2023
Q2 | $90.6M | Buy |
|
|||||
|
2023
Q1 | $80.5M | Sell |
|
|||||
|
2022
Q4 | $75.7M | Buy |
|
|||||
|
2022
Q3 | $58.7M | Buy |
|
|||||
|
2022
Q2 | $57.3M | Sell |
|
|||||
|
2022
Q1 | $86.9M | Buy |
|
|||||
|
2021
Q4 | $89.1M | Buy |
|
|||||
|
2021
Q3 | $54.9M | Buy |
|
|||||
|
2021
Q2 | $51.3M | Sell |
|
|||||
|
2021
Q1 | $58.7M | Buy |
|
|||||
|
2020
Q4 | $55.3M | Buy |
|
|||||
|
2020
Q3 | $35.2M | Sell |
|
|||||
|
2020
Q2 | $35M | Sell |
|
|||||
|
2020
Q1 | $31.8M | Buy |
|
|||||
|
2019
Q4 | $36.7M | Buy |
|
|||||
|
2019
Q3 | $12.3M | Buy |
|
|||||
|
2019
Q2 | $11.6M | Buy |
|
|||||
|
2019
Q1 | $10.1M | Buy |
|
|||||
|
2018
Q4 | $8.71M | Buy |
|
|||||
|
2018
Q3 | $9.37M | Buy |
|
|||||
|
2018
Q2 | $8.06M | Buy |
|
|||||
|
2018
Q1 | $5.68M | Buy |
|
|||||
|
2017
Q4 | $4.29M | Buy |
|