Vista Capital Partners’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 | $1.53M | Sell |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.8M | Hold |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.36M | Hold |
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|
2022
Q1 | $1.63M | Hold |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $934K | Sell |
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|
2020
Q1 | $799K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $932K | Sell |
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|
2019
Q2 | $930K | Sell |
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|
2019
Q1 | $913K | Hold |
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|
2018
Q4 | $807K | Sell |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $736K | Sell |
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|
2018
Q1 | $754K | Buy |
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|
2017
Q4 | $637K | Buy |
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|
2017
Q3 | $613K | Sell |
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|
2017
Q2 | $598K | Hold |
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|
2017
Q1 | $583K | Hold |
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|
2016
Q4 | $552K | Buy |
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|
2016
Q3 | $337K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $278K | Buy |
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