Twele Capital 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
Q3 | $63.2M | Sell |
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|
2025
Q2 | $59.6M | Sell |
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|
2025
Q1 | $54.9M | Buy |
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|
2024
Q4 | $55.4M | Sell |
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|
2024
Q3 | $57M | Buy |
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|
2024
Q2 | $53.7M | Sell |
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|
2024
Q1 | $52.3M | Sell |
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|
2023
Q4 | $69.6M | Sell |
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|
2023
Q3 | $64.8M | Sell |
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|
2023
Q2 | $69.6M | Sell |
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|
2023
Q1 | $65.3M | Sell |
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|
2022
Q4 | $63.8M | Sell |
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|
2022
Q3 | $59.6M | Sell |
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|
2022
Q2 | $65.3M | Buy |
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|
2022
Q1 | $77.4M | Sell |
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|
2021
Q4 | $82.4M | Sell |
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|
2021
Q3 | $78M | Buy |
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|
2021
Q2 | $61.2M | Sell |
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|
2021
Q1 | $58.4M | Sell |
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|
2020
Q4 | $68M | Sell |
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|
2020
Q3 | $65.6M | Sell |
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|
2020
Q2 | $63.5M | Sell |
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|
2020
Q1 | $56.4M | Buy |
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|
2019
Q4 | $53.4M | Buy |
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|
2019
Q3 | $48.2M | Buy |
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|
2019
Q2 | $46.9M | Buy |
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|
2019
Q1 | $38M | Buy |
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|
2018
Q4 | $33.6M | Buy |
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|
2018
Q3 | $38.5M | Sell |
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|
2018
Q2 | $36.6M | Buy |
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|
2018
Q1 | $35.5M | Buy |
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|
2017
Q4 | $35.8M | Buy |
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|
2017
Q3 | $33.2M | Buy |
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|
2017
Q2 | $31.9M | Buy |
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|
2017
Q1 | $30.4M | Buy |
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|
2016
Q4 | $28.6M | Buy |
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|
2016
Q3 | $27.5M | Buy |
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|
2016
Q2 | $26.6M | Buy |
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|
2016
Q1 | $25.5M | Buy |
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|
2015
Q4 | $18.5M | Buy |
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|
2015
Q3 | $10.2M | Buy |
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|
2015
Q2 | $8.16M | Hold |
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|
2015
Q1 | $8.19M | Hold |
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|
2014
Q4 | $8.15M | Sell |
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|
2014
Q3 | $7.88M | Sell |
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|
2014
Q2 | $7.84M | Hold |
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|
2014
Q1 | $7.48M | Buy |
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|
2013
Q4 | $6.41M | Buy |
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|
2013
Q3 | $5.39M | Hold |
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|
2013
Q2 | $5.14M | Buy |
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