Sumitomo Life Insurance’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-555,000
| Closed | -$327M | – | 275 |
|
|
2024
Q4 | $327M | Hold |
555,000
| – | – | 6.17% | 4 |
|
|
2024
Q3 | $320M | Hold |
555,000
| – | – | 6.29% | 5 |
|
|
2024
Q2 | $267M | Hold |
555,000
| – | – | 6.17% | 4 |
|
|
2024
Q1 | $267M | Buy |
+555,000
| New | +$267M | 6.92% | 3 |
|
|
2022
Q3 | – | Sell |
-2,833,909
| Closed | -$1.07B | – | 272 |
|
|
2022
Q2 | $1.07B | Sell |
2,833,909
-2,833,908
| -50% | -$1.07B | 30.07% | 2 |
|
|
2022
Q1 | $2.57B | Buy |
5,667,817
+200,000
| +4% | +$90.7M | 63.61% | 1 |
|
|
2021
Q4 | $2.61B | Buy |
5,467,817
+395,000
| +8% | +$188M | 62.07% | 1 |
|
|
2021
Q3 | $2.19B | Buy |
5,072,817
+719,500
| +17% | +$310M | 58.47% | 1 |
|
|
2021
Q2 | $1.87B | Buy |
4,353,317
+536,400
| +14% | +$231M | 59.51% | 1 |
|
|
2021
Q1 | $1.52B | Buy |
3,816,917
+245,000
| +7% | +$97.5M | 61.1% | 1 |
|
|
2020
Q4 | $1.34B | Hold |
3,571,917
| – | – | 56.65% | 1 |
|
|
2020
Q3 | $1.2B | Hold |
3,571,917
| – | – | 55.85% | 1 |
|
|
2020
Q2 | $1.11B | Buy |
3,571,917
+754,000
| +27% | +$234M | 59.3% | 1 |
|
|
2020
Q1 | $728M | Buy |
2,817,917
+2,652,917
| +1,608% | +$686M | 51.81% | 1 |
|
|
2019
Q4 | $53.3M | Hold |
165,000
| – | – | 6.04% | 1 |
|
|
2019
Q3 | $49.3M | Hold |
165,000
| – | – | 6.41% | 1 |
|
|
2019
Q2 | $48.6M | Buy |
+165,000
| New | +$48.6M | 5.74% | 1 |
|