Strategic Equity 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
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $13.8M | Buy |
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|
2023
Q2 | $2.12M | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $971K | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $635K | Sell |
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|
2021
Q4 | $701K | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $311K | Buy |
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