Vision 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
Q2 | $77.1M | Buy |
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|
2025
Q1 | $66M | Buy |
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|
2024
Q4 | $66.7M | Buy |
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|
2024
Q3 | $64.2M | Sell |
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|
2024
Q2 | $65M | Sell |
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|
2024
Q1 | $62.7M | Sell |
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|
2023
Q4 | $58.5M | Buy |
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|
2023
Q3 | $51.8M | Sell |
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|
2023
Q2 | $55M | Sell |
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|
2023
Q1 | $51.3M | Sell |
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|
2022
Q4 | $48M | Buy |
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|
2022
Q3 | $43.2M | Sell |
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|
2022
Q2 | $47.1M | Buy |
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|
2022
Q1 | $52.6M | Buy |
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|
2021
Q4 | $51.5M | Buy |
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|
2021
Q3 | $45.6M | Buy |
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|
2021
Q2 | $42.5M | Buy |
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|
2021
Q1 | $38.7M | Buy |
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|
2020
Q4 | $35.8M | Buy |
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|
2020
Q3 | $31.6M | Buy |
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|
2020
Q2 | $28.8M | Sell |
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|
2020
Q1 | $24.8M | Buy |
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|
2019
Q4 | $20.2M | Buy |
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|
2019
Q3 | $18.2M | Buy |
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|
2019
Q2 | $17.9M | Buy |
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|
2019
Q1 | $16M | Sell |
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|
2018
Q4 | $15.1M | Buy |
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|
2018
Q3 | $15.7M | Buy |
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|
2018
Q2 | $14.6M | Buy |
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|
2018
Q1 | $14.2M | Sell |
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|
2017
Q4 | $16.7M | Sell |
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|
2017
Q3 | $16M | Sell |
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|
2017
Q2 | $15.9M | Buy |
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|
2017
Q1 | $14.8M | Buy |
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|
2016
Q4 | $11.2M | Buy |
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|
2016
Q3 | $9.8M | Buy |
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|
2016
Q2 | $9.36M | Sell |
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|
2016
Q1 | $10.1M | Buy |
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|
2015
Q4 | $9.18M | Buy |
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