ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $2.3M | Sell |
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|
2021
Q4 | $3.28M | Sell |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $5.17M | Sell |
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|
2020
Q4 | $4.98M | Buy |
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|
2020
Q3 | $4.37M | Sell |
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|
2020
Q2 | $4.27M | Sell |
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|
2020
Q1 | $7.28M | Sell |
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|
2019
Q4 | $9.6M | Sell |
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|
2019
Q3 | $11.1M | Sell |
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|
2019
Q2 | $17.9M | Sell |
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|
2019
Q1 | $25.7M | Sell |
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|
2018
Q4 | $23.5M | Sell |
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|
2018
Q3 | $27.8M | Buy |
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|
2018
Q2 | $23.4M | Sell |
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|
2018
Q1 | $23M | Buy |
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|
2017
Q4 | $22.4M | Sell |
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|
2017
Q3 | $30.8M | Buy |
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|
2017
Q2 | $29.3M | Buy |
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|
2017
Q1 | $26.5M | Sell |
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|
2016
Q4 | $29.8M | Buy |
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|
2016
Q3 | $27.1M | Sell |
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|
2016
Q2 | $27.2M | Sell |
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|
2016
Q1 | $27.5M | Sell |
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|
2015
Q4 | $27.7M | Buy |
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|
2015
Q3 | $24.6M | Buy |
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|
2015
Q2 | $22.7M | Buy |
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|
2015
Q1 | $21.1M | Buy |
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|
2014
Q4 | $12.4M | Buy |
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|
2014
Q3 | $11.7M | Buy |
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|
2014
Q2 | $11.3M | Sell |
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|
2014
Q1 | $13.3M | Buy |
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|
2013
Q4 | $12.1M | Buy |
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|
2013
Q3 | $10.1M | Buy |
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|
2013
Q2 | $7.58M | Buy |
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