Tiemann Investment Advisors’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 | $1.36M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $999K | Sell |
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|
2024
Q1 | $980K | Buy |
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|
2023
Q4 | $851K | Buy |
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|
2023
Q3 | $750K | Sell |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $723K | Sell |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $720K | Sell |
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|
2022
Q1 | $908K | Sell |
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|
2021
Q4 | $967K | Sell |
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|
2021
Q3 | $880K | Sell |
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|
2021
Q2 | $878K | Buy |
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|
2021
Q1 | $733K | Sell |
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|
2020
Q4 | $703K | Sell |
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|
2020
Q3 | $855K | Buy |
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|
2020
Q2 | $787K | Buy |
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|
2020
Q1 | $638K | Buy |
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|
2019
Q4 | $715K | Buy |
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $448K | Sell |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q4 | $410K | Buy |
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|
2018
Q3 | $464K | Sell |
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|
2018
Q2 | $449K | Sell |
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|
2018
Q1 | $454K | Buy |
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|
2017
Q4 | $450K | Buy |
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|
2017
Q3 | $385K | Sell |
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|
2017
Q2 | $389K | Buy |
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|
2017
Q1 | $379K | Sell |
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|
2016
Q4 | $506K | Sell |
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|
2016
Q3 | $496K | Sell |
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|
2016
Q2 | $498K | Buy |
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|
2016
Q1 | $435K | Buy |
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|
2015
Q4 | $322K | Buy |
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|
2015
Q3 | $267K | Buy |
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