VIM
Vista Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
2,008
-8
| -0.4% | -$4.97K | 0.46% | 67 |
|
|
2025
Q1 | $1.13M | Sell |
2,016
-11
| -0.5% | -$6.18K | 0.44% | 67 |
|
|
2024
Q4 | $1.19M | Sell |
2,027
-30
| -1% | -$17.7K | 0.45% | 66 |
|
|
2024
Q3 | $1.19M | Sell |
2,057
-3
| -0.1% | -$1.73K | 0.45% | 69 |
|
|
2024
Q2 | $1.13M | Buy |
2,060
+50
| +2% | +$27.4K | 0.46% | 68 |
|
|
2024
Q1 | $1.06M | Hold |
2,010
| – | – | 0.43% | 73 |
|
|
2023
Q4 | $960K | Sell |
2,010
-31
| -2% | -$14.8K | 0.45% | 73 |
|
|
2023
Q3 | $877K | Sell |
2,041
-4
| -0.2% | -$1.72K | 0.46% | 73 |
|
|
2023
Q2 | $912K | Sell |
2,045
-22
| -1% | -$9.81K | 0.46% | 76 |
|
|
2023
Q1 | $850K | Buy |
2,067
+63
| +3% | +$25.9K | 0.45% | 73 |
|
|
2022
Q4 | $770K | Buy |
2,004
+133
| +7% | +$51.1K | 0.44% | 79 |
|
|
2022
Q3 | $671K | Sell |
1,871
-20
| -1% | -$7.17K | 0.41% | 76 |
|
|
2022
Q2 | $717K | Sell |
1,891
-12
| -0.6% | -$4.55K | 0.43% | 73 |
|
|
2022
Q1 | $863K | Sell |
1,903
-49
| -3% | -$22.2K | 0.47% | 70 |
|
|
2021
Q4 | $931K | Sell |
1,952
-32
| -2% | -$15.3K | 0.51% | 67 |
|
|
2021
Q3 | $855K | Buy |
1,984
+56
| +3% | +$24.1K | 0.5% | 67 |
|
|
2021
Q2 | $829K | Sell |
1,928
-13
| -0.7% | -$5.59K | 0.49% | 65 |
|
|
2021
Q1 | $772K | Sell |
1,941
-154
| -7% | -$61.3K | 0.48% | 68 |
|
|
2020
Q4 | $786K | Sell |
2,095
-36
| -2% | -$13.5K | 0.53% | 62 |
|
|
2020
Q3 | $716K | Buy |
2,131
+175
| +9% | +$58.8K | 0.55% | 59 |
|
|
2020
Q2 | $606K | Sell |
1,956
-98
| -5% | -$30.4K | 0.52% | 66 |
|
|
2020
Q1 | $531K | Sell |
2,054
-5,028
| -71% | -$1.3M | 0.54% | 64 |
|
|
2019
Q4 | $2.29M | Sell |
7,082
-4
| -0.1% | -$1.29K | 1.72% | 9 |
|
|
2019
Q3 | $2.12M | Sell |
7,086
-4
| -0.1% | -$1.19K | 1.74% | 13 |
|
|
2019
Q2 | $2.09M | Hold |
7,090
| – | – | 1.77% | 11 |
|
|
2019
Q1 | $2.02M | Hold |
7,090
| – | – | 1.77% | 10 |
|
|
2018
Q4 | $1.78M | Hold |
7,090
| – | – | 1.84% | 8 |
|
|
2018
Q3 | $2.08M | Sell |
7,090
-27
| -0.4% | -$7.9K | 1.83% | 5 |
|
|
2018
Q2 | $1.94M | Hold |
7,117
| – | – | 1.9% | 7 |
|
|
2018
Q1 | $1.89M | Sell |
7,117
-13
| -0.2% | -$3.45K | 1.98% | 6 |
|
|
2017
Q4 | $1.92M | Buy |
+7,130
| New | +$1.92M | 2% | 8 |
|