Simplify 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
Q2 | $691M | Sell |
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|
2025
Q1 | $676M | Buy |
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|
2024
Q4 | $581M | Buy |
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|
2024
Q3 | $429M | Buy |
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|
2024
Q2 | $384M | Sell |
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|
2024
Q1 | $520M | Buy |
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|
2023
Q4 | $289M | Sell |
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|
2023
Q3 | $278M | Sell |
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|
2023
Q2 | $313M | Sell |
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|
2023
Q1 | $327M | Sell |
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|
2022
Q4 | $452M | Sell |
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|
2022
Q3 | $544M | Sell |
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|
2022
Q2 | $613M | Buy |
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|
2022
Q1 | $723M | Buy |
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|
2021
Q4 | $700M | Buy |
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|
2021
Q3 | $509M | Buy |
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|
2021
Q2 | $407M | Buy |
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|
2021
Q1 | $240M | Buy |
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|
2020
Q4 | $99.3M | Buy |
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