Secure Asset 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
Q3 | $14.3M | Buy |
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|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $7.01M | Sell |
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|
2024
Q4 | $16.4M | Buy |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $13.5M | Sell |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $12.4M | Sell |
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|
2023
Q3 | $19.4M | Sell |
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|
2023
Q2 | $41M | Buy |
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|
2023
Q1 | $37.3M | Buy |
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|
2022
Q4 | $33.6M | Buy |
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|
2022
Q3 | $30.8M | Buy |
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|
2022
Q2 | $22.4M | Buy |
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|
2022
Q1 | $24.5M | Sell |
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|
2021
Q4 | $27.9M | Buy |
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|
2021
Q3 | $20.7M | Sell |
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|
2021
Q2 | $20.9M | Buy |
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|
2021
Q1 | $9.55M | Buy |
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|
2020
Q4 | $5.86M | Buy |
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|
2020
Q3 | $4.42M | Sell |
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|
2020
Q2 | $8.26M | Buy |
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|
2020
Q1 | $5.33M | Buy |
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|
2019
Q4 | $4.83M | Buy |
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