SSI Investment 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
Q3 | $66.3M | Buy |
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|
2025
Q2 | $57M | Sell |
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|
2025
Q1 | $53.5M | Sell |
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|
2024
Q4 | $95.1M | Buy |
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|
2024
Q3 | $88.7M | Sell |
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|
2024
Q2 | $95.4M | Sell |
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|
2024
Q1 | $92.7M | Sell |
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|
2023
Q4 | $88.2M | Sell |
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|
2023
Q3 | $82.8M | Sell |
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|
2023
Q2 | $86.6M | Buy |
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|
2023
Q1 | $73.8M | Sell |
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|
2022
Q4 | $76.4M | Sell |
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|
2022
Q3 | $71.5M | Buy |
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|
2022
Q2 | $61.4M | Buy |
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|
2022
Q1 | $73.4M | Sell |
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|
2021
Q4 | $96.6M | Buy |
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|
2021
Q3 | $81.3M | Buy |
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|
2021
Q2 | $74.8M | Buy |
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|
2021
Q1 | $66.2M | Sell |
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|
2020
Q4 | $81.3M | Sell |
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|
2020
Q3 | $76.6M | Buy |
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|
2020
Q2 | $70.5M | Sell |
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|
2020
Q1 | $60.4M | Sell |
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|
2019
Q4 | $84.5M | Buy |
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|
2019
Q3 | $63M | Buy |
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|
2019
Q2 | $59.5M | Sell |
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|
2019
Q1 | $57.6M | Buy |
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|
2018
Q4 | $40.8M | Sell |
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|
2018
Q3 | $51M | Sell |
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|
2018
Q2 | $51.8M | Buy |
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|
2018
Q1 | $46.5M | Buy |
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|
2017
Q4 | $38.6M | Buy |
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|
2017
Q3 | $34.1M | Buy |
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|
2017
Q2 | $32.8M | Buy |
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|
2017
Q1 | $29.7M | Sell |
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|
2016
Q4 | $45.3M | Sell |
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|
2016
Q3 | $46M | Buy |
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|
2016
Q2 | $37.6M | Buy |
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|
2016
Q1 | $33.3M | Sell |
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|
2015
Q4 | $37.9M | Buy |
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|
2015
Q3 | $21.3M | Sell |
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|
2015
Q2 | $25.6M | Buy |
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|
2015
Q1 | $14.4M | Buy |
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