Sharkey, Howes & Javer’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 | $57.3M | Buy |
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|
2025
Q2 | $49.8M | Sell |
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|
2025
Q1 | $74.1M | Sell |
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|
2024
Q4 | $91.3M | Sell |
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|
2024
Q3 | $92M | Sell |
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|
2024
Q2 | $115M | Sell |
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|
2024
Q1 | $153M | Sell |
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|
2023
Q4 | $140M | Buy |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $97.9M | Buy |
|
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|
2023
Q1 | $81.2M | Buy |
|
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|
2022
Q4 | $75M | Buy |
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|
2022
Q3 | $64.4M | Buy |
|
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|
2022
Q2 | $61.8M | Buy |
|
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|
2022
Q1 | $68.3M | Buy |
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|
2021
Q4 | $47.6M | Buy |
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|
2021
Q3 | $36.8M | Buy |
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|
2021
Q2 | $36.5M | Buy |
|
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|
2021
Q1 | $29.5M | Sell |
|
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|
2020
Q4 | $30.4M | Buy |
|
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|
2020
Q3 | $23.8M | Buy |
|
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|
2020
Q2 | $19.5M | Sell |
|
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|
2020
Q1 | $22.6M | Buy |
|
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|
2019
Q4 | $22.1M | Buy |
|
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|
2019
Q3 | $1.82M | Buy |
|
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|
2019
Q2 | $1.56M | Sell |
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|
2019
Q1 | $1.56M | Buy |
|
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $906K | Buy |
|
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|
2018
Q2 | $628K | Buy |
|
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|
2018
Q1 | $607K | Buy |
|
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|
2017
Q4 | $594K | Sell |
|
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|
2017
Q3 | $608K | Buy |
|
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|
2017
Q2 | $574K | Hold |
|
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|
2017
Q1 | $559K | Sell |
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|
2016
Q4 | $698K | Buy |
|
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|
2016
Q3 | $648K | Sell |
|
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|
2016
Q2 | $697K | Buy |
|
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|
2016
Q1 | $620K | Buy |
|
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|
2015
Q4 | $432K | Sell |
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|
2015
Q3 | $457K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $605K | Buy |
|