Rodgers & Associates’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
Q3 | $2.06M | Sell |
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|
2025
Q2 | $1.94M | Buy |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $972K | Hold |
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.22M | Hold |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $958K | Buy |
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|
2021
Q2 | $927K | Buy |
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|
2021
Q1 | $852K | Hold |
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|
2020
Q4 | $804K | Buy |
|