Zuckerman Investment 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
Q2 | $721K | Buy |
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|
2025
Q1 | $634K | Buy |
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|
2024
Q4 | $675K | Buy |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $588K | Buy |
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|
2023
Q4 | $523K | Hold |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $238K | Hold |
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|
2020
Q3 | $213K | Buy |
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