Sage Advisory Services’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 | $16.3M | Sell |
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|
2025
Q1 | $20.8M | Buy |
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|
2024
Q4 | $21.2M | Sell |
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|
2024
Q3 | $27.7M | Hold |
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|
2024
Q2 | $27.7M | Sell |
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|
2024
Q1 | $43.5M | Sell |
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|
2023
Q4 | $43.7M | Sell |
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|
2023
Q3 | $51M | Sell |
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|
2023
Q2 | $63.1M | Sell |
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|
2023
Q1 | $84M | Buy |
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|
2022
Q4 | $49.5M | Sell |
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|
2022
Q3 | $46.6M | Buy |
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|
2022
Q2 | $25M | Buy |
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|
2022
Q1 | $29.7M | Sell |
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|
2021
Q4 | $40.4M | Sell |
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|
2021
Q3 | $38.3M | Buy |
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|
2021
Q2 | $35.6M | Sell |
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|
2021
Q1 | $41.3M | Buy |
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|
2020
Q4 | $25.8M | Buy |
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|
2020
Q3 | $15.5M | Sell |
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|
2020
Q2 | $16.1M | Sell |
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|
2020
Q1 | $16.7M | Buy |
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|
2019
Q4 | $2.32M | Sell |
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|
2019
Q3 | $10M | Buy |
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|
2019
Q2 | $9.44M | Sell |
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|
2019
Q1 | $185M | Buy |
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|
2018
Q4 | $145M | Sell |
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|
2018
Q3 | $168M | Sell |
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|
2018
Q2 | $179M | Sell |
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|
2018
Q1 | $188M | Buy |
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|
2017
Q4 | $131M | Buy |
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|
2017
Q3 | $61.3M | Sell |
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|
2017
Q2 | $64.5M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2.14M | Buy |
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|
2015
Q4 | $1.57M | Buy |
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