Strategic Investment 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 | $82K | Sell |
|
|||||
2025
Q1 | $232K | Sell |
|
|||||
2024
Q4 | $48M | Buy |
|
|||||
2024
Q3 | $238K | Sell |
|
|||||
2024
Q2 | $17M | Hold |
|
|||||
2024
Q1 | $15.7M | Buy |
|
|||||
2023
Q4 | $201K | Hold |
|
|||||
2023
Q3 | $170K | Hold |
|
|||||
2023
Q2 | $187K | Hold |
|
|||||
2023
Q1 | $168K | Sell |
|
|||||
2022
Q4 | $41.4M | Sell |
|
|||||
2022
Q3 | $40.6M | Hold |
|
|||||
2022
Q2 | $40.6M | Hold |
|
|||||
2022
Q1 | $48.6M | Sell |
|
|||||
2021
Q4 | $51.1M | Hold |
|
|||||
2021
Q3 | $46.2M | Hold |
|
|||||
2021
Q2 | $46.1M | Hold |
|
|||||
2021
Q1 | $42.6M | Buy |
|
|||||
2020
Q4 | $40M | Sell |
|
|||||
2020
Q3 | $36.7M | Sell |
|
|||||
2020
Q2 | $34.3M | Sell |
|
|||||
2020
Q1 | $30.4M | Hold |
|
|||||
2019
Q4 | $38M | Sell |
|
|||||
2019
Q3 | $39.7M | Hold |
|
|||||
2019
Q2 | $39.2M | Hold |
|
|||||
2019
Q1 | $37.6M | Buy |
|
|||||
2018
Q4 | $32.3M | Hold |
|
|||||
2018
Q3 | $37.6M | Hold |
|
|||||
2018
Q2 | $35.1M | Hold |
|
|||||
2018
Q1 | $34.1M | Hold |
|
|||||
2017
Q4 | $34.6M | Hold |
|
|||||
2017
Q3 | $32.5M | Hold |
|
|||||
2017
Q2 | $31K | Hold |
|
|||||
2017
Q1 | $30.5M | Hold |
|
|||||
2016
Q4 | $28.9M | Buy |
|
|||||
2016
Q3 | $27.4M | Hold |
|
|||||
2016
Q2 | $26.6M | Hold |
|
|||||
2016
Q1 | $26.1M | Hold |
|
|||||
2015
Q4 | $25.8M | Sell |
|
|||||
2015
Q3 | $25.1M | Hold |
|
|||||
2015
Q2 | $27M | Hold |
|
|||||
2015
Q1 | $27.1M | Sell |
|
|||||
2014
Q4 | $28.4M | Buy |
|