Advisor Partners II’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
2023
Q3
$21M Buy
2023
Q2
$3.6M Buy
2023
Q1
$1.31M Buy
2022
Q4
$933K Sell
2022
Q3
$1.41M Buy