Salomon & Ludwin’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 | $8.39M | Sell |
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|
2025
Q2 | $8.38M | Sell |
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|
2025
Q1 | $7.64M | Sell |
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|
2024
Q4 | $8.67M | Sell |
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|
2024
Q3 | $8.75M | Sell |
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|
2024
Q2 | $8.76M | Sell |
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|
2024
Q1 | $9.96M | Buy |
|
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|
2023
Q4 | $8.12M | Hold |
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|
2023
Q3 | $8.12M | Buy |
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|
2023
Q2 | $8.37M | Sell |
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|
2023
Q1 | $7.76M | Sell |
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|
2022
Q4 | $7.26M | Buy |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $33K | Sell |
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|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | $28K | Buy |
|