Wharton Business Group’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 | $75.4M | Sell |
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|
2025
Q2 | $70.1M | Buy |
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|
2025
Q1 | $53.2M | Sell |
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|
2024
Q4 | $55.9M | Sell |
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|
2024
Q3 | $54.7M | Sell |
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|
2024
Q2 | $52M | Sell |
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|
2024
Q1 | $50.4M | Sell |
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|
2023
Q4 | $46M | Buy |
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|
2023
Q3 | $41M | Sell |
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|
2023
Q2 | $73.1M | Sell |
|
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|
2023
Q1 | $67.5M | Sell |
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|
2022
Q4 | $63.1M | Sell |
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|
2022
Q3 | $59M | Sell |
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|
2022
Q2 | $62.8M | Sell |
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|
2022
Q1 | $75.4M | Sell |
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|
2021
Q4 | $79.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $81.5M | Sell |
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|
2021
Q1 | $75.5M | Sell |
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|
2020
Q4 | $71.3M | Sell |
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|
2020
Q3 | $63.8M | Sell |
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|
2020
Q2 | $59M | Buy |
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|
2020
Q1 | $49.2M | Buy |
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|
2019
Q4 | $61.4M | Sell |
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|
2019
Q3 | $56.7M | Sell |
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|
2019
Q2 | $56.5M | Sell |
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|
2019
Q1 | $54.6M | Sell |
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|
2018
Q4 | $48.3M | Buy |
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|
2018
Q3 | $56M | Sell |
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|
2018
Q2 | $52.3M | Sell |
|
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|
2018
Q1 | $55.8M | Sell |
|
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|
2017
Q4 | $56.6M | Sell |
|
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|
2017
Q3 | $53.3M | Sell |
|
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|
2017
Q2 | $51.6M | Sell |
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|
2017
Q1 | $52.8M | Buy |
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|
2016
Q4 | $39.8M | Buy |
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|
2016
Q3 | $3.92M | Buy |
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|
2016
Q2 | $3.42M | Buy |
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|
2016
Q1 | $970K | Buy |
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|
2015
Q4 | $546K | Buy |
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