Shakespeare Wealth 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 | $910K | Buy |
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|
2025
Q1 | $813K | Buy |
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|
2024
Q4 | $844K | Sell |
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|
2024
Q3 | $883K | Buy |
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|
2024
Q2 | $835K | Buy |
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|
2024
Q1 | $801K | Hold |
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|
2023
Q4 | $728K | Hold |
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|
2023
Q3 | $654K | Buy |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $578K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $273K | Hold |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $299K | Hold |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $285K | Buy |
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