Waterloo Capital’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
Q3 | $49.9M | Buy |
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|
2025
Q2 | $45.8M | Buy |
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|
2025
Q1 | $35.6M | Buy |
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|
2024
Q4 | $32.9M | Buy |
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|
2024
Q3 | $32.2M | Sell |
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|
2024
Q2 | $35.2M | Buy |
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|
2024
Q1 | $30.7M | Buy |
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|
2023
Q4 | $19M | Sell |
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|
2023
Q3 | $18.3M | Buy |
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|
2023
Q2 | $17.6M | Buy |
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|
2023
Q1 | $12.3M | Buy |
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|
2020
Q1 | $1.29M | Buy |
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