Shoker Investment Counsel’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 | $9.09M | Buy |
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|
2025
Q2 | $6.56M | Buy |
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|
2025
Q1 | $5.93M | Buy |
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|
2024
Q4 | $5.69M | Buy |
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|
2024
Q3 | $5.43M | Sell |
|
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|
2024
Q2 | $5.28M | Buy |
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|
2024
Q1 | $5.01M | Buy |
|
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|
2023
Q4 | $4.23M | Sell |
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|
2023
Q3 | $5.02M | Buy |
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|
2023
Q2 | $5.11M | Buy |
|
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|
2023
Q1 | $4.47M | Buy |
|
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|
2022
Q4 | $4.04M | Sell |
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|
2022
Q3 | $6.01M | Buy |
|
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|
2022
Q2 | $6.32M | Sell |
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|
2022
Q1 | $7.66M | Buy |
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|
2021
Q4 | $7.98M | Buy |
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|
2021
Q3 | $6.24M | Buy |
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|
2021
Q2 | $596K | Buy |
|