1834 Investment Advisors’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 | $6.17M | Sell |
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|
2025
Q1 | $5.69M | Sell |
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|
2024
Q4 | $6.06M | Sell |
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|
2024
Q3 | $6.72M | Sell |
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|
2024
Q2 | $6.45M | Sell |
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|
2024
Q1 | $6.26M | Sell |
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|
2023
Q4 | $5.7M | Sell |
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|
2023
Q3 | $5.33M | Sell |
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|
2023
Q2 | $5.64M | Buy |
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|
2023
Q1 | $5.03M | Sell |
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|
2022
Q4 | $4.72M | Sell |
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|
2022
Q3 | $4.49M | Sell |
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|
2022
Q2 | $5.21M | Buy |
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|
2022
Q1 | $6.03M | Sell |
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|
2021
Q4 | $6.54M | Sell |
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|
2021
Q3 | $6.24M | Sell |
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|
2021
Q2 | $6.5M | Sell |
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|
2021
Q1 | $6.12M | Sell |
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|
2020
Q4 | $6.02M | Sell |
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|
2020
Q3 | $5.8M | Sell |
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|
2020
Q2 | $6.17M | Sell |
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|
2020
Q1 | $5.38M | Sell |
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|
2019
Q4 | $10.9M | Buy |
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|
2019
Q3 | $9.6M | Sell |
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|
2019
Q2 | $9.68M | Sell |
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|
2019
Q1 | $10.1M | Sell |
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|
2018
Q4 | $9.1M | Buy |
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|
2018
Q3 | $10.5M | Sell |
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|
2018
Q2 | $10M | Sell |
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|
2018
Q1 | $10M | Sell |
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|
2017
Q4 | $11.6M | Buy |
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|
2017
Q3 | $9.6M | Buy |
|
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|
2017
Q2 | $8.11M | Buy |
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|
2017
Q1 | $7.84M | Sell |
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|
2016
Q4 | $7.75M | Buy |
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|
2016
Q3 | $6.41M | Buy |
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|
2016
Q2 | $5.2M | Buy |
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|
2016
Q1 | $5M | Buy |
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|
2015
Q4 | $4.82M | Buy |
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|
2015
Q3 | $2.91M | Buy |
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|
2015
Q2 | $2.35M | Buy |
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|
2015
Q1 | $2.18M | Buy |
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|
2014
Q4 | $1.86M | Sell |
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|
2014
Q3 | $1.81M | Buy |
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|
2014
Q2 | $1.52M | Sell |
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|
2014
Q1 | $1.52M | Buy |
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|
2013
Q4 | $1.29M | Buy |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $726K | Buy |
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