1IA
1834 Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
9,931
-189
| -2% | -$117K | 0.78% | 40 |
|
|
2025
Q1 | $5.69M | Sell |
10,120
-174
| -2% | -$97.8K | 0.73% | 45 |
|
|
2024
Q4 | $6.06M | Sell |
10,294
-1,364
| -12% | -$803K | 0.77% | 39 |
|
|
2024
Q3 | $6.72M | Sell |
11,658
-134
| -1% | -$77.3K | 0.78% | 37 |
|
|
2024
Q2 | $6.45M | Sell |
11,792
-120
| -1% | -$65.7K | 0.78% | 37 |
|
|
2024
Q1 | $6.26M | Sell |
11,912
-13
| -0.1% | -$6.83K | 0.74% | 44 |
|
|
2023
Q4 | $5.7M | Sell |
11,925
-493
| -4% | -$235K | 0.68% | 47 |
|
|
2023
Q3 | $5.33M | Sell |
12,418
-228
| -2% | -$97.9K | 0.66% | 45 |
|
|
2023
Q2 | $5.64M | Buy |
12,646
+420
| +3% | +$187K | 0.67% | 41 |
|
|
2023
Q1 | $5.03M | Sell |
12,226
-57
| -0.5% | -$23.4K | 0.6% | 49 |
|
|
2022
Q4 | $4.72M | Sell |
12,283
-227
| -2% | -$87.2K | 0.67% | 51 |
|
|
2022
Q3 | $4.49M | Sell |
12,510
-1,242
| -9% | -$445K | 0.67% | 54 |
|
|
2022
Q2 | $5.21M | Buy |
13,752
+456
| +3% | +$173K | 0.73% | 46 |
|
|
2022
Q1 | $6.03M | Sell |
13,296
-426
| -3% | -$193K | 0.74% | 45 |
|
|
2021
Q4 | $6.55M | Sell |
13,722
-759
| -5% | -$362K | 0.74% | 48 |
|
|
2021
Q3 | $6.24M | Sell |
14,481
-638
| -4% | -$275K | 0.76% | 45 |
|
|
2021
Q2 | $6.5M | Sell |
15,119
-265
| -2% | -$114K | 0.79% | 47 |
|
|
2021
Q1 | $6.12M | Sell |
15,384
-646
| -4% | -$257K | 0.79% | 48 |
|
|
2020
Q4 | $6.02M | Sell |
16,030
-1,237
| -7% | -$464K | 0.8% | 46 |
|
|
2020
Q3 | $5.8M | Sell |
17,267
-2,657
| -13% | -$893K | 0.85% | 41 |
|
|
2020
Q2 | $6.17M | Sell |
19,924
-895
| -4% | -$277K | 0.98% | 37 |
|
|
2020
Q1 | $5.38M | Sell |
20,819
-12,917
| -38% | -$3.34M | 1.02% | 34 |
|
|
2019
Q4 | $10.9M | Buy |
33,736
+1,592
| +5% | +$515K | 1.67% | 15 |
|
|
2019
Q3 | $9.6M | Sell |
32,144
-694
| -2% | -$207K | 1.39% | 20 |
|
|
2019
Q2 | $9.68M | Sell |
32,838
-2,818
| -8% | -$831K | 1.46% | 20 |
|
|
2019
Q1 | $10.1M | Sell |
35,656
-524
| -1% | -$149K | 1.55% | 16 |
|
|
2018
Q4 | $9.1M | Buy |
36,180
+439
| +1% | +$110K | 1.52% | 17 |
|
|
2018
Q3 | $10.5M | Sell |
35,741
-875
| -2% | -$256K | 1.53% | 13 |
|
|
2018
Q2 | $10M | Sell |
36,616
-1,231
| -3% | -$336K | 1.57% | 12 |
|
|
2018
Q1 | $10M | Sell |
37,847
-5,272
| -12% | -$1.4M | 1.72% | 11 |
|
|
2017
Q4 | $11.6M | Buy |
43,119
+5,154
| +14% | +$1.39M | 1.83% | 9 |
|
|
2017
Q3 | $9.6M | Buy |
37,965
+4,661
| +14% | +$1.18M | 1.79% | 13 |
|
|
2017
Q2 | $8.11M | Buy |
33,304
+253
| +0.8% | +$61.6K | 1.53% | 15 |
|
|
2017
Q1 | $7.84M | Sell |
33,051
-1,377
| -4% | -$327K | 1.51% | 17 |
|
|
2016
Q4 | $7.75M | Buy |
34,428
+4,955
| +17% | +$1.11M | 1.56% | 20 |
|
|
2016
Q3 | $6.41M | Buy |
29,473
+4,770
| +19% | +$1.04M | 1.39% | 25 |
|
|
2016
Q2 | $5.2M | Buy |
24,703
+499
| +2% | +$105K | 1.13% | 34 |
|
|
2016
Q1 | $5M | Buy |
24,204
+659
| +3% | +$136K | 1.14% | 35 |
|
|
2015
Q4 | $4.82M | Buy |
23,545
+8,446
| +56% | +$1.73M | 1.13% | 31 |
|
|
2015
Q3 | $2.91M | Buy |
15,099
+3,763
| +33% | +$725K | 0.72% | 51 |
|
|
2015
Q2 | $2.35M | Buy |
11,336
+847
| +8% | +$176K | 0.64% | 50 |
|
|
2015
Q1 | $2.18M | Buy |
10,489
+1,473
| +16% | +$306K | 0.59% | 54 |
|
|
2014
Q4 | $1.87M | Sell |
9,016
-104
| -1% | -$21.5K | 0.52% | 56 |
|
|
2014
Q3 | $1.81M | Buy |
9,120
+1,384
| +18% | +$274K | 0.5% | 58 |
|
|
2014
Q2 | $1.52M | Sell |
7,736
-330
| -4% | -$65K | 0.41% | 66 |
|
|
2014
Q1 | $1.52M | Buy |
8,066
+1,124
| +16% | +$212K | 0.44% | 65 |
|
|
2013
Q4 | $1.29M | Buy |
6,942
+552
| +9% | +$102K | 0.38% | 73 |
|
|
2013
Q3 | $1.08M | Buy |
6,390
+1,877
| +42% | +$317K | 0.35% | 70 |
|
|
2013
Q2 | $726K | Buy |
+4,513
| New | +$726K | 0.25% | 85 |
|