Valley Forge Investment Consultants’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 | $127M | Buy |
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|
2025
Q2 | $112M | Buy |
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|
2025
Q1 | $101M | Buy |
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|
2024
Q4 | $104M | Buy |
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|
2024
Q3 | $101M | Buy |
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|
2024
Q2 | $93.8M | Buy |
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|
2024
Q1 | $88.5M | Buy |
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|
2023
Q4 | $77.3M | Buy |
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|
2023
Q3 | $67.2M | Buy |
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|
2023
Q2 | $61.1M | Buy |
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|
2023
Q1 | $55.9M | Sell |
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|
2022
Q4 | $52.7M | Sell |
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|
2022
Q3 | $52.5M | Sell |
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|
2022
Q2 | $60.8M | Buy |
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|
2022
Q1 | $71.7M | Buy |
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|
2021
Q4 | $65.2M | Buy |
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|
2021
Q3 | $52.4M | Buy |
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|
2021
Q2 | $49M | Buy |
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|
2021
Q1 | $34.9M | Buy |
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|
2020
Q4 | $26.2M | Buy |
|