Woodley Farra Manion Portfolio 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 | $3.58M | Sell |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $3.19M | Sell |
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|
2024
Q2 | $3.21M | Sell |
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|
2024
Q1 | $3.2M | Sell |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $2.86M | Sell |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $2.97M | Buy |
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $3.52M | Sell |
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|
2021
Q4 | $3.83M | Buy |
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|
2021
Q3 | $3.28M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.04M | Sell |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.63M | Sell |
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|
2020
Q2 | $2.47M | Sell |
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|
2020
Q1 | $3.05M | Sell |
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|
2019
Q4 | $5.28M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $527K | Buy |
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|
2013
Q2 | $336K | Buy |
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