Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.63M | Buy |
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|
2022
Q1 | $915K | Sell |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $3.1M | Sell |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $2.64M | Buy |
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|
2020
Q4 | $2.44M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $320K | Sell |
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|
2019
Q2 | $339K | Buy |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $415K | Sell |
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|
2018
Q2 | $419K | Buy |
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|
2018
Q1 | $216K | Buy |
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