SMI Advisory Services’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 | $23M | Sell |
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|
2025
Q2 | $21.7M | Buy |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $14.4M | Buy |
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|
2024
Q2 | $13.7M | Buy |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $8.88M | Buy |
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|
2023
Q1 | $8.09M | Buy |
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|
2022
Q4 | $7.09M | Hold |
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|
2022
Q3 | $7.09M | Buy |
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|
2022
Q2 | $7.35M | Buy |
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|
2022
Q1 | $8.33M | Buy |
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|
2021
Q4 | $7.92M | Buy |
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|
2021
Q3 | $6.93M | Buy |
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|
2021
Q2 | $6.86M | Buy |
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|
2021
Q1 | $6.04M | Buy |
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