Systematic Alpha Investments’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 | $338K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $286K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $4K | Buy |
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