Westside Investment Management’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 | $528K | Hold |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $366K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $224 | Buy |
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|
2022
Q3 | $94 | Buy |
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|
2022
Q2 | $55 | Buy |
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|
2022
Q1 | $12 | Hold |
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|
2021
Q4 | $13 | Buy |
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|
2021
Q3 | $12 | Hold |
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|
2021
Q2 | $11 | Hold |
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|
2021
Q1 | $11 | Hold |
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|
2020
Q4 | $10 | Hold |
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|
2020
Q3 | $9 | Hold |
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|
2020
Q2 | $8 | Hold |
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|
2020
Q1 | $7 | Buy |
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|
2019
Q2 | $7 | Buy |
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|
2018
Q4 | $6.67K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $7.19K | Hold |
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|
2018
Q1 | $6.77K | Hold |
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|
2017
Q4 | $7.18K | Buy |
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|
2017
Q3 | $6.62K | Hold |
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|
2017
Q2 | $6.28K | Sell |
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|
2017
Q1 | $6.06K | Buy |
|