Verity 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 | $5.87M | Sell |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $6.22M | Sell |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $4.88M | Buy |
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|
2023
Q4 | $4.24M | Sell |
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|
2023
Q3 | $3.84M | Buy |
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|
2023
Q2 | $3.47M | Sell |
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|
2023
Q1 | $6.06M | Buy |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q1 | $2.15M | Sell |
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|
2021
Q4 | $2.3M | Buy |
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|
2021
Q3 | $1.91M | Sell |
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|
2021
Q2 | $3.36M | Buy |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $296K | Sell |
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|
2019
Q2 | $1.3M | Buy |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $249K | Hold |
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|
2018
Q3 | $290K | Hold |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $282K | Sell |
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|
2017
Q3 | $329K | Buy |
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $235K | Buy |
|