Rosenblum Silverman Sutton’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 | $320K | Sell |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $345K | Hold |
|
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|
2024
Q2 | $327K | Hold |
|
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|
2024
Q1 | $314K | Hold |
|
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $209K | Buy |
|