USA Financial Formulas’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 | $79.5M | Buy |
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|
2025
Q2 | $19.2M | Sell |
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|
2025
Q1 | $34.1M | Sell |
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|
2024
Q4 | $36.7M | Buy |
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|
2024
Q3 | $35.3M | Sell |
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|
2024
Q2 | $35.7M | Sell |
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|
2024
Q1 | $42M | Buy |
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|
2023
Q4 | $36.4M | Buy |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $334K | Sell |
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|
2020
Q3 | $485K | Buy |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $9K | Sell |
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|
2019
Q4 | $726K | Sell |
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|
2019
Q3 | $779K | Sell |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $806K | Sell |
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|
2018
Q1 | $815K | Buy |
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|
2017
Q4 | $393K | Buy |
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