Sunbelt Securities’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 | $21.5M | Buy |
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|
2025
Q1 | $16.1M | Sell |
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|
2024
Q4 | $21.6M | Sell |
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|
2024
Q3 | $21.9M | Buy |
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|
2024
Q2 | $20.7M | Sell |
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|
2024
Q1 | $20M | Sell |
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|
2023
Q4 | $19.3M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $15M | Sell |
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|
2022
Q4 | $14.2M | Buy |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $12M | Buy |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $11.1M | Buy |
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|
2021
Q3 | $9.91M | Hold |
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|
2021
Q2 | $9.91M | Buy |
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|
2021
Q1 | $7.48M | Buy |
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|
2020
Q4 | $7.03M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.14M | Sell |
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|
2020
Q1 | $18.7M | Buy |
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|
2019
Q4 | $5.06M | Buy |
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|
2019
Q3 | $5.23M | Buy |
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|
2019
Q2 | $3.85M | Buy |
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|
2019
Q1 | $3.6M | Sell |
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|
2018
Q4 | $3.46M | Sell |
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|
2018
Q3 | $4.08M | Buy |
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|
2018
Q2 | $3.75M | Buy |
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|
2018
Q1 | $3.46M | Sell |
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|
2017
Q4 | $3.84M | Buy |
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|
2017
Q3 | $2.9M | Buy |
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|
2017
Q2 | $2.75M | Buy |
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|
2017
Q1 | $2.65M | Buy |
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|
2016
Q4 | $2.5M | Buy |
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|
2016
Q3 | $2.29M | Buy |
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|
2016
Q2 | $1.96M | Buy |
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|
2016
Q1 | $1.88M | Buy |
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|
2015
Q4 | $1.86M | Sell |
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|
2015
Q3 | $1.8M | Sell |
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|
2015
Q2 | $1.96M | Sell |
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|
2015
Q1 | $2.08M | Buy |
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|
2014
Q4 | $1.93M | Buy |
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