Ritholtz Wealth 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 | $332M | Buy |
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|
2025
Q1 | $200M | Sell |
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|
2024
Q4 | $210M | Buy |
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|
2024
Q3 | $201M | Buy |
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|
2024
Q2 | $187M | Buy |
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|
2024
Q1 | $178M | Buy |
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|
2023
Q4 | $160M | Buy |
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|
2023
Q3 | $132M | Buy |
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|
2023
Q2 | $135M | Buy |
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|
2023
Q1 | $123M | Buy |
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|
2022
Q4 | $8.83M | Buy |
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|
2022
Q3 | $7.8M | Hold |
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|
2022
Q2 | $8.24M | Sell |
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|
2022
Q1 | $139M | Sell |
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|
2021
Q4 | $156M | Buy |
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|
2021
Q3 | $135M | Buy |
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|
2021
Q2 | $130M | Buy |
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|
2021
Q1 | $115M | Buy |
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|
2020
Q4 | $101M | Buy |
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|
2020
Q3 | $86.7M | Buy |
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|
2020
Q2 | $72.7M | Buy |
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|
2020
Q1 | $541K | Sell |
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|
2019
Q4 | $101M | Buy |
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|
2019
Q3 | $90.3M | Buy |
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|
2019
Q2 | $85.8M | Buy |
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|
2019
Q1 | $80M | Buy |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $288K | Sell |
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|
2018
Q2 | $287K | Buy |
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|
2018
Q1 | $253K | Sell |
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|
2017
Q4 | $258K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $278K | Buy |
|