Van Hulzen Asset 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 | $19.1M | Sell |
|
|||||
|
2025
Q1 | $17.3M | Sell |
|
|||||
|
2024
Q4 | $18.6M | Buy |
|
|||||
|
2024
Q3 | $17.8M | Sell |
|
|||||
|
2024
Q2 | $18M | Buy |
|
|||||
|
2024
Q1 | $17.1M | Buy |
|
|||||
|
2023
Q4 | $15.5M | Sell |
|
|||||
|
2023
Q3 | $13.9M | Sell |
|
|||||
|
2023
Q2 | $15.2M | Buy |
|
|||||
|
2023
Q1 | $13.8M | Buy |
|
|||||
|
2022
Q4 | $7.95M | Sell |
|
|||||
|
2022
Q3 | $7.83M | Sell |
|
|||||
|
2022
Q2 | $9.54M | Sell |
|
|||||
|
2022
Q1 | $13.4M | Buy |
|
|||||
|
2021
Q4 | $11.4M | Sell |
|
|||||
|
2021
Q3 | $10.4M | Buy |
|
|||||
|
2021
Q2 | $10.2M | Buy |
|
|||||
|
2021
Q1 | $9.02M | Sell |
|
|||||
|
2020
Q4 | $12.5M | Sell |
|
|||||
|
2020
Q3 | $16.5M | Sell |
|
|||||
|
2020
Q2 | $16.1M | Buy |
|
|||||
|
2020
Q1 | $13.3M | Buy |
|
|||||
|
2019
Q4 | $7.65M | Buy |
|
|||||
|
2019
Q3 | $4.75M | Buy |
|
|||||
|
2019
Q2 | $4.5M | Buy |
|
|||||
|
2019
Q1 | $3.94M | Sell |
|
|||||
|
2018
Q4 | $3.8M | Sell |
|
|||||
|
2018
Q3 | $5.74M | Sell |
|
|||||
|
2018
Q2 | $6.16M | Buy |
|
|||||
|
2018
Q1 | $5.49M | Sell |
|
|||||
|
2017
Q4 | $6M | Buy |
|
|||||
|
2017
Q3 | $5.35M | Buy |
|
|||||
|
2017
Q2 | $720K | Buy |
|
|||||
|
2017
Q1 | $688K | Sell |
|
|||||
|
2016
Q4 | $2.65M | Buy |
|
|||||
|
2016
Q3 | $747K | Sell |
|
|||||
|
2016
Q2 | $753K | Sell |
|
|||||
|
2016
Q1 | $904K | Buy |
|
|||||
|
2015
Q4 | $869K | Buy |
|
|||||
|
2015
Q3 | $475K | Buy |
|
|||||
|
2015
Q2 | $434K | Hold |
|
|||||
|
2015
Q1 | $435K | Hold |
|
|||||
|
2014
Q4 | $433K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $272K | Hold |
|
|||||
|
2013
Q4 | $269K | Buy |
|