Zhang Financial’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 | $16.5M | Buy |
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|
2025
Q1 | $14.1M | Buy |
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|
2024
Q4 | $14.3M | Buy |
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|
2024
Q3 | $12.2M | Sell |
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|
2024
Q2 | $12.3M | Buy |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $9.52M | Buy |
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|
2023
Q3 | $8.22M | Buy |
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|
2023
Q2 | $8.2M | Buy |
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|
2023
Q1 | $7.52M | Buy |
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|
2022
Q4 | $5.88M | Buy |
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|
2022
Q3 | $3.63M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $2.81M | Sell |
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|
2021
Q3 | $2.55M | Hold |
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|
2021
Q2 | $2.55M | Hold |
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|
2021
Q1 | $2.36M | Hold |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $1.98M | Sell |
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|
2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $2.06M | Buy |
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|
2019
Q3 | $1.85M | Sell |
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|
2019
Q2 | $1.83M | Buy |
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|
2019
Q1 | $835K | Buy |
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|
2018
Q4 | $727K | Hold |
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|
2018
Q3 | $849K | Hold |
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|
2018
Q2 | $791K | Hold |
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|
2018
Q1 | $749K | Buy |
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|
2017
Q4 | $700K | Hold |
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|
2017
Q3 | $649K | Hold |
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|
2017
Q2 | $619K | Hold |
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|
2017
Q1 | $700K | Sell |
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|
2016
Q4 | $590K | Sell |
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|
2016
Q3 | $687K | Buy |
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|
2016
Q2 | $656K | Hold |
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|
2016
Q1 | $644K | Hold |
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|
2015
Q4 | $638K | Hold |
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|
2015
Q3 | $600K | Sell |
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|
2015
Q2 | $677K | Hold |
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|
2015
Q1 | $679K | Hold |
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|
2014
Q4 | $676K | Hold |
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|
2014
Q3 | $648K | Hold |
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|
2014
Q2 | $644K | Buy |
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|
2014
Q1 | $536K | Hold |
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|
2013
Q4 | $529K | Hold |
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|
2013
Q3 | $482K | Hold |
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|
2013
Q2 | $459K | Buy |
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