Adero Partners’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
Q1 | $843K | Buy |
|
|||||
|
2024
Q4 | $868K | Sell |
|
|||||
|
2024
Q3 | $901K | Sell |
|
|||||
|
2024
Q2 | $932K | Sell |
|
|||||
|
2024
Q1 | $1.08M | Hold |
|
|||||
|
2023
Q4 | $982K | Sell |
|
|||||
|
2023
Q3 | $886K | Sell |
|
|||||
|
2023
Q2 | $945K | Sell |
|
|||||
|
2023
Q1 | $1.01M | Sell |
|
|||||
|
2022
Q4 | $975K | Buy |
|
|||||
|
2022
Q3 | $942K | Sell |
|
|||||
|
2022
Q2 | $1.03M | Buy |
|
|||||
|
2022
Q1 | $1.03M | Hold |
|
|||||
|
2021
Q4 | $1.08M | Hold |
|
|||||
|
2021
Q3 | $976K | Buy |
|
|||||
|
2021
Q2 | $946K | Hold |
|
|||||
|
2021
Q1 | $876K | Buy |
|
|||||
|
2020
Q4 | $766K | Buy |
|
|||||
|
2020
Q3 | $553K | Sell |
|
|||||
|
2020
Q2 | $726K | Buy |
|
|||||
|
2020
Q1 | $351K | Buy |
|
|||||
|
2019
Q4 | $336K | Buy |
|