Stegner Investment Associates’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 | $4.65M | Buy |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $4.51M | Buy |
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|
2024
Q3 | $4.35M | Sell |
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|
2024
Q2 | $4.28M | Sell |
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|
2024
Q1 | $4.12M | Sell |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.59M | Buy |
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|
2023
Q1 | $3.28M | Buy |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $872K | Buy |
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|
2021
Q2 | $741K | Buy |
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|
2021
Q1 | $643K | Buy |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $225K | Buy |
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