Schnieders Capital Management’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 | $3.51M | Buy |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $3.18M | Hold |
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|
2024
Q2 | $3.01M | Hold |
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|
2024
Q1 | $2.9M | Hold |
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $2.48M | Hold |
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|
2023
Q2 | $2.58M | Hold |
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|
2023
Q1 | $2.38M | Hold |
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $1.14M | Hold |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $273K | Buy |
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