Stephen W. Kidder’s iShares Core S&P 500 ETF IVV Stock Holding History

Stephen W. Kidder’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$435K	Sell
2025 Q1	$421K	Hold
2024 Q4	$442K	Sell
2024 Q3	$461K	Sell
2024 Q2	$465K	Hold
2024 Q1	$447K	Hold
2023 Q4	$406K	Sell
2023 Q3	$386K	Sell
2023 Q2	$446K	Hold
2023 Q1	$411K	Sell
2022 Q4	$423K	Hold
2022 Q3	$395K	Sell
2022 Q2	$455K	Sell
2022 Q1	$612K	Sell
2021 Q4	$787K	Sell
2021 Q3	$719K	Sell
2021 Q2	$1.07M	Sell
2021 Q1	$1.03M	Sell
2020 Q4	$1.15M	Buy
2020 Q3	$1.01M	Sell
2020 Q2	$1.01M	Sell
2020 Q1	$904K	Hold
2019 Q4	$1.13M	Hold
2019 Q3	$1.04M	Sell
2019 Q2	$1.06M	Sell
2019 Q1	$1.15M	Sell
2018 Q4	$1.08M	Hold
2018 Q3	$1.26M	Sell
2018 Q2	$1.2M	Sell
2018 Q1	$1.19M	Hold
2017 Q4	$1.21M	Hold
2017 Q3	$1.14M	Sell
2017 Q2	$1.11M	Sell
2017 Q1	$1.08M	Sell
2016 Q4	$1.16M	Hold
2016 Q3	$1.12M	Hold
2016 Q2	$1.08M	Hold
2016 Q1	$1.06M	Hold
2015 Q4	$1.05M	Hold
2015 Q3	$989K	Hold
2015 Q2	$1.06M	Sell
2015 Q1	$1.09M	Hold
2014 Q4	$1.08M	Hold
2014 Q3	$1.04M	Buy