Sloy Dahl & Holst’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 | $339K | Buy |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $284K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
|