RSS
Rosenblum Silverman Sutton’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
515
-65
| -11% | -$40.4K | 0.08% | 68 |
|
|
2025
Q1 | $326K | Hold |
580
| – | – | 0.09% | 67 |
|
|
2024
Q4 | $341K | Sell |
580
-18
| -3% | -$10.6K | 0.09% | 68 |
|
|
2024
Q3 | $345K | Hold |
598
| – | – | 0.09% | 68 |
|
|
2024
Q2 | $327K | Hold |
598
| – | – | 0.09% | 67 |
|
|
2024
Q1 | $314K | Hold |
598
| – | – | 0.09% | 66 |
|
|
2023
Q4 | $286K | Hold |
598
| – | – | 0.09% | 64 |
|
|
2023
Q3 | $257K | Hold |
598
| – | – | 0.09% | 67 |
|
|
2023
Q2 | $267K | Hold |
598
| – | – | 0.09% | 65 |
|
|
2023
Q1 | $246K | Hold |
598
| – | – | 0.09% | 58 |
|
|
2022
Q4 | $230K | Hold |
598
| – | – | 0.08% | 63 |
|
|
2022
Q3 | $214K | Sell |
598
-17
| -3% | -$6.08K | 0.08% | 73 |
|
|
2022
Q2 | $233K | Hold |
615
| – | – | 0.08% | 73 |
|
|
2022
Q1 | $279K | Hold |
615
| – | – | 0.07% | 66 |
|
|
2021
Q4 | $293K | Hold |
615
| – | – | 0.07% | 66 |
|
|
2021
Q3 | $265K | Hold |
615
| – | – | 0.06% | 66 |
|
|
2021
Q2 | $264K | Hold |
615
| – | – | 0.06% | 66 |
|
|
2021
Q1 | $245K | Sell |
615
-63
| -9% | -$25.1K | 0.06% | 65 |
|
|
2020
Q4 | $255K | Hold |
678
| – | – | 0.07% | 63 |
|
|
2020
Q3 | $228K | Buy |
+678
| New | +$228K | 0.06% | 63 |
|
|
2020
Q2 | – | Sell |
-809
| Closed | -$209K | – | 67 |
|
|
2020
Q1 | $209K | Buy |
+809
| New | +$209K | 0.08% | 68 |
|