Ritter Daniher Financial Advisory’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 | $88M | Buy |
|
|||||
|
2025
Q1 | $77.7M | Buy |
|
|||||
|
2024
Q4 | $79.5M | Buy |
|
|||||
|
2024
Q3 | $74.5M | Sell |
|
|||||
|
2024
Q2 | $71M | Sell |
|
|||||
|
2024
Q1 | $69.4M | Buy |
|
|||||
|
2023
Q4 | $62.2M | Buy |
|
|||||
|
2023
Q3 | $55M | Buy |
|
|||||
|
2023
Q2 | $56.5M | Buy |
|
|||||
|
2023
Q1 | $50.1M | Buy |
|
|||||
|
2022
Q4 | $42.8M | Buy |
|
|||||
|
2022
Q3 | $25.4M | Buy |
|
|||||
|
2022
Q2 | $26.7M | Buy |
|
|||||
|
2022
Q1 | $31.5M | Sell |
|
|||||
|
2021
Q4 | $33.2M | Buy |
|
|||||
|
2021
Q3 | $29.9M | Sell |
|
|||||
|
2021
Q2 | $29.9M | Buy |
|
|||||
|
2021
Q1 | $26.8M | Buy |
|
|||||
|
2020
Q4 | $23.9M | Buy |
|