Ruggaard & 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 | $5.14M | Buy |
|
|||||
|
2025
Q2 | $4.72M | Sell |
|
|||||
|
2025
Q1 | $4.58M | Buy |
|
|||||
|
2024
Q4 | $4.42M | Sell |
|
|||||
|
2024
Q3 | $4.36M | Buy |
|
|||||
|
2024
Q2 | $4.07M | Sell |
|
|||||
|
2024
Q1 | $4.06M | Buy |
|
|||||
|
2023
Q4 | $3.41M | Buy |
|
|||||
|
2023
Q3 | $2.89M | Buy |
|
|||||
|
2023
Q2 | $2.74M | Buy |
|
|||||
|
2023
Q1 | $2.08M | Buy |
|