Stillwater Investment Management (Minnesota)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $99.1M | Sell |
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|
2022
Q4 | $92.7M | Buy |
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|
2022
Q3 | $85.9M | Buy |
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|
2022
Q2 | $89.5M | Buy |
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|
2022
Q1 | $106M | Buy |
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|
2021
Q4 | $110M | Buy |
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|
2021
Q3 | $97.6M | Buy |
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|
2021
Q2 | $95M | Buy |
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|
2021
Q1 | $85.5M | Sell |
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|
2020
Q4 | $81.1M | Buy |
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|
2020
Q3 | $71.8M | Sell |
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|
2020
Q2 | $66.3M | Sell |
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|
2020
Q1 | $55.8M | Buy |
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|
2019
Q4 | $68.5M | Buy |
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|
2019
Q3 | $62.3M | Buy |
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|
2019
Q2 | $61.1M | Sell |
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|
2019
Q1 | $61.3M | Buy |
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|
2018
Q4 | $52.5M | Buy |
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|
2018
Q3 | $60M | Buy |
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|
2018
Q2 | $55.3M | Sell |
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|
2018
Q1 | $54.5M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $51.2M | Buy |
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|
2017
Q2 | $49M | Sell |
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|
2017
Q1 | $48.4M | Buy |
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|
2016
Q4 | $44.5M | Buy |
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|
2016
Q3 | $42.5M | Buy |
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|
2016
Q2 | $40.5M | Buy |
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|
2016
Q1 | $38.3M | Buy |
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|
2015
Q4 | $36.3M | Buy |
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|
2015
Q3 | $33.3M | Buy |
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|
2015
Q2 | $35.1M | Buy |
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|
2015
Q1 | $35M | Buy |
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|
2014
Q4 | $32M | Buy |
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|
2014
Q3 | $29.5M | Buy |
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|
2014
Q2 | $28.1M | Buy |
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|
2014
Q1 | $25.6M | Buy |
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|
2013
Q4 | $23.3M | Buy |
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