Sage Financial Management Group’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 | $44.9M | Buy |
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|
2025
Q1 | $38.8M | Buy |
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|
2024
Q4 | $37.2M | Buy |
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|
2024
Q3 | $31.8M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $27.2M | Sell |
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|
2023
Q4 | $24.9M | Buy |
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|
2023
Q3 | $20M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $215K | Hold |
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|
2020
Q4 | $203K | Buy |
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