Total Investment Management’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 | $355K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $388K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $3.34M | Buy |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | $3.07M | Sell |
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|
2021
Q2 | $3.12M | Sell |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $2.68M | Sell |
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|
2020
Q3 | $2.37M | Sell |
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|
2020
Q2 | $2.33M | Sell |
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|
2020
Q1 | $2.09M | Buy |
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|
2019
Q4 | $2.55M | Buy |
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|
2019
Q3 | $2.14M | Buy |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.21M | Sell |
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|
2018
Q3 | $1.76M | Buy |
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|
2018
Q2 | $1.64M | Sell |
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|
2018
Q1 | $1.68M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $1.02M | Buy |
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|
2017
Q2 | $906K | Buy |
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|
2017
Q1 | $862K | Buy |
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|
2016
Q4 | $796K | Buy |
|