SVB Wealth’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 | $31.2M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $82.3M | Buy |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $102M | Sell |
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|
2024
Q1 | $119M | Buy |
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|
2023
Q4 | $101M | Sell |
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|
2023
Q3 | $152M | Sell |
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|
2023
Q2 | $231M | Sell |
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|
2023
Q1 | $328M | Sell |
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|
2022
Q4 | $349M | Buy |
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|
2022
Q3 | $312M | Buy |
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|
2022
Q2 | $317M | Sell |
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|
2022
Q1 | $430M | Buy |
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|
2021
Q4 | $430M | Buy |
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|
2021
Q3 | $381M | Buy |
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|
2021
Q2 | $369M | Buy |
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|
2021
Q1 | $328M | Buy |
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|
2020
Q4 | $303M | Buy |
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|
2020
Q3 | $266M | Sell |
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|
2020
Q2 | $246M | Buy |
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|
2020
Q1 | $148M | Sell |
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|
2019
Q4 | $260M | Buy |
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|
2019
Q3 | $239M | Buy |
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|
2019
Q2 | $59.1M | Buy |
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