Wimmer Associates 1’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 | $752K | Hold |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $721K | Hold |
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|
2024
Q2 | $684K | Hold |
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|
2024
Q1 | $657K | Sell |
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|
2023
Q4 | $609K | Hold |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $568K | Hold |
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|
2023
Q1 | $529K | Hold |
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|
2022
Q4 | $490K | Hold |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $583K | Hold |
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|
2021
Q4 | $613K | Hold |
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|
2021
Q3 | $554K | Hold |
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|
2021
Q2 | $552K | Hold |
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|
2021
Q1 | $511K | Hold |
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|
2020
Q4 | $482K | Buy |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $388K | Buy |
|