API
Advisor Partners II’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21M | Buy |
48,935
+40,865
| +506% | +$17.5M | 0.84% | 13 |
|
|
2023
Q2 | $3.6M | Buy |
8,070
+4,882
| +153% | +$2.18M | 0.17% | 117 |
|
|
2023
Q1 | $1.31M | Buy |
3,188
+760
| +31% | +$313K | 0.07% | 285 |
|
|
2022
Q4 | $933K | Sell |
2,428
-1,505
| -38% | -$578K | 0.06% | 343 |
|
|
2022
Q3 | $1.41M | Buy |
+3,933
| New | +$1.41M | 0.11% | 208 |
|