Woodmont Investment Counsel’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 | $4.92M | Buy |
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|
2025
Q2 | $4.45M | Buy |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $780K | Buy |
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|
2023
Q2 | $721K | Hold |
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|
2023
Q1 | $665K | Hold |
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|
2022
Q4 | $622K | Buy |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $649K | Sell |
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|
2021
Q4 | $697K | Hold |
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|
2021
Q3 | $629K | Sell |
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|
2021
Q2 | $632K | Buy |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $371K | Hold |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $306K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Sell |
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|
2017
Q3 | $207K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $914K | Hold |
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|
2016
Q4 | $914K | Sell |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.94M | Buy |
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|
2016
Q1 | $173K | Buy |
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|
2015
Q4 | $151K | Hold |
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|
2015
Q3 | $142K | Hold |
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|
2015
Q2 | $153K | Buy |
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