Riggs Asset Management’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 | $212K | Sell |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $197K | Hold |
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|
2024
Q2 | $187K | Hold |
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|
2024
Q1 | $179K | Hold |
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|
2023
Q4 | $163K | Sell |
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|
2023
Q3 | $161K | Buy |
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|
2023
Q2 | $152K | Sell |
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|
2023
Q1 | $165K | Hold |
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|
2022
Q4 | $154K | Hold |
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|
2022
Q3 | $144K | Hold |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $673K | Buy |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $445K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $241K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q3 | $206K | Hold |
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|
2019
Q2 | $204K | Hold |
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|
2019
Q1 | $197K | Hold |
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|
2018
Q4 | $174K | Hold |
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|
2018
Q3 | $202K | Hold |
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|
2018
Q2 | $189K | Hold |
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|
2018
Q1 | $184K | Hold |
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|
2017
Q4 | $186K | Hold |
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|
2017
Q3 | $175K | Hold |
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|
2017
Q2 | $169K | Sell |
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|
2017
Q1 | $196K | Hold |
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|
2016
Q4 | $186K | Buy |
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|
2016
Q3 | $131K | Hold |
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|
2016
Q2 | $127K | Hold |
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|
2016
Q1 | $124K | Hold |
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|
2015
Q4 | $123K | Hold |
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|
2015
Q3 | $116K | Sell |
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|
2015
Q2 | $159K | Hold |
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|
2015
Q1 | $159K | Hold |
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|
2014
Q4 | $159K | Hold |
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|
2014
Q3 | $152K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $350K | Buy |
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