RKL 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 | $243M | Sell |
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|
2025
Q1 | $221M | Buy |
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|
2024
Q4 | $225M | Buy |
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|
2024
Q3 | $217M | Buy |
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|
2024
Q2 | $201M | Buy |
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|
2024
Q1 | $186M | Buy |
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|
2023
Q4 | $157M | Buy |
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|
2023
Q3 | $131M | Buy |
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|
2023
Q2 | $132M | Buy |
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|
2023
Q1 | $115M | Buy |
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|
2022
Q4 | $104M | Buy |
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|
2022
Q3 | $87.7M | Buy |
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|
2022
Q2 | $84.2M | Buy |
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|
2022
Q1 | $96.1M | Buy |
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|
2021
Q4 | $94.2M | Buy |
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|
2021
Q3 | $83.5M | Buy |
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|
2021
Q2 | $82.3M | Sell |
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|
2021
Q1 | $76.9M | Buy |
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|
2020
Q4 | $72.3M | Sell |
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|
2020
Q3 | $64.9M | Buy |
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|
2020
Q2 | $58.8M | Buy |
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|
2020
Q1 | $42.2M | Buy |
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|
2019
Q4 | $40.1M | Sell |
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|
2019
Q3 | $37.7M | Buy |
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|
2019
Q2 | $37.1M | Buy |
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|
2019
Q1 | $33.5M | Buy |
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|
2018
Q4 | $25M | Buy |
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|
2018
Q3 | $23.3M | Buy |
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|
2018
Q2 | $21.1M | Buy |
|
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|
2018
Q1 | $18.5M | Buy |
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|
2017
Q4 | $15.4M | Buy |
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|
2017
Q3 | $10.6M | Buy |
|
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|
2017
Q2 | $6.88M | Sell |
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|
2017
Q1 | $5.41M | Buy |
|
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $879K | Buy |
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|
2016
Q2 | $571K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $216K | Buy |
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|
2015
Q2 | $230K | Sell |
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|
2015
Q1 | $556K | Buy |
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|
2014
Q4 | $552K | Buy |
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|
2014
Q3 | $524K | Buy |
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|
2014
Q2 | $520K | Buy |
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|
2014
Q1 | $496K | Buy |
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