AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $48.3M | Buy |
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|
2021
Q1 | $44.6M | Sell |
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|
2020
Q4 | $42.1M | Sell |
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|
2020
Q3 | $38.5M | Buy |
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|
2020
Q2 | $26.5M | Buy |
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|
2020
Q1 | $21.4M | Sell |
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|
2019
Q4 | $31.8M | Sell |
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|
2019
Q3 | $75.1M | Buy |
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|
2019
Q2 | $74M | Buy |
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|
2019
Q1 | $62.7M | Buy |
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|
2018
Q4 | $53.4M | Buy |
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|
2018
Q3 | $61.5M | Sell |
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|
2018
Q2 | $61.2M | Buy |
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|
2018
Q1 | $59.3M | Buy |
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|
2017
Q4 | $56.8M | Buy |
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