Well Done LLC’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 | $71.2M | Buy |
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|
2025
Q1 | $66.4M | Sell |
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|
2024
Q4 | $65.9M | Hold |
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|
2024
Q3 | $65.9M | Sell |
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|
2024
Q2 | $62.5M | Buy |
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|
2024
Q1 | $59.4M | Buy |
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|
2023
Q4 | $47.3M | Sell |
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|
2023
Q3 | $43.2M | Sell |
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|
2023
Q2 | $46.2M | Sell |
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|
2023
Q1 | $43.1M | Sell |
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|
2022
Q4 | $40.4M | Buy |
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|
2022
Q3 | $36.8M | Sell |
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|
2022
Q2 | $39.3M | Buy |
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|
2022
Q1 | $45M | Buy |
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|
2021
Q4 | $46.7M | Sell |
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|
2021
Q3 | $42.3M | Buy |
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|
2021
Q2 | $41.1M | Sell |
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|
2021
Q1 | $39.3M | Buy |
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|
2020
Q4 | $36.6M | Buy |
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|
2020
Q3 | $32.1M | Sell |
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|
2020
Q2 | $30.1M | Buy |
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|
2020
Q1 | $24.1M | Buy |
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|
2019
Q4 | $18.9M | Buy |
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|
2019
Q3 | $17.3M | Sell |
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|
2019
Q2 | $17.8M | Buy |
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|
2019
Q1 | $15.3M | Buy |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $321K | Sell |
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|
2017
Q4 | $347K | Sell |
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|
2017
Q3 | $328K | Sell |
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|
2017
Q2 | $318K | Sell |
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|
2017
Q1 | $313K | Buy |
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