Strategic Investment Advisors’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 | $710K | Sell |
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|
2025
Q2 | $705K | Buy |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.96M | Buy |
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|
2023
Q3 | $692K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $618K | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $514K | Buy |
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|
2021
Q2 | $509K | Sell |
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|
2021
Q1 | $599K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $424K | Buy |
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|
2018
Q4 | $308K | Buy |
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