Rockbridge Investment 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 | $2.07M | Sell |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $7.31M | Sell |
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|
2021
Q4 | $7.69M | Sell |
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|
2021
Q3 | $6.98M | Sell |
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|
2021
Q2 | $7.01M | Buy |
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|
2021
Q1 | $6.47M | Buy |
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|
2020
Q4 | $6.01M | Sell |
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|
2020
Q3 | $5.41M | Sell |
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|
2020
Q2 | $5M | Buy |
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