Wealth Quarterback’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 | $34.7M | Buy |
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|
2025
Q2 | $31.2M | Sell |
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|
2025
Q1 | $34.1M | Sell |
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|
2024
Q4 | $47.8M | Buy |
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|
2024
Q3 | $34.1M | Sell |
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|
2024
Q2 | $34.1M | Buy |
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|
2024
Q1 | $29.6M | Sell |
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|
2023
Q4 | $27M | Buy |
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|
2023
Q3 | $7.53M | Sell |
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|
2023
Q2 | $14.7M | Buy |
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|
2023
Q1 | $11.7M | Buy |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $6.12M | Sell |
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|
2022
Q2 | $6.58M | Buy |
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|
2021
Q3 | $13.7M | Buy |
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|
2021
Q2 | $16.7M | Buy |
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|
2020
Q4 | $8.28M | Sell |
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|
2020
Q3 | $7.88M | Hold |
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|
2020
Q2 | $7.88M | Sell |
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|
2020
Q1 | $8.95M | Buy |
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|
2019
Q4 | $11M | Buy |
|