Advisornet Financial’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
Q3 | $86.3M | Buy |
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|
2025
Q2 | $68.4M | Buy |
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|
2025
Q1 | $42.3M | Buy |
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|
2024
Q4 | $37.3M | Buy |
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|
2024
Q3 | $34.1M | Buy |
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|
2024
Q2 | $25M | Buy |
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|
2024
Q1 | $21.2M | Buy |
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|
2023
Q4 | $17.4M | Buy |
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|
2023
Q3 | $9.31M | Buy |
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|
2023
Q2 | $5.73M | Buy |
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|
2023
Q1 | $4.64M | Buy |
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|
2022
Q4 | $4.33M | Sell |
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|
2022
Q3 | $4.41M | Sell |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $4.99M | Buy |
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|
2021
Q4 | $4.48M | Sell |
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|
2021
Q3 | $4.22M | Buy |
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|
2021
Q2 | $3.04M | Sell |
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|
2021
Q1 | $2.87M | Sell |
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|
2020
Q4 | $2.77M | Sell |
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|
2020
Q3 | $3.09M | Sell |
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|
2020
Q2 | $16.5M | Sell |
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|
2020
Q1 | $15.7M | Sell |
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|
2019
Q4 | $23.7M | Sell |
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|
2019
Q3 | $22.7M | Sell |
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|
2019
Q2 | $22.6M | Buy |
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|
2019
Q1 | $21.4M | Sell |
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|
2018
Q4 | $20.7M | Sell |
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|
2018
Q3 | $25.5M | Sell |
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|
2018
Q2 | $24M | Buy |
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|
2018
Q1 | $23.2M | Sell |
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|
2017
Q4 | $26.4M | Buy |
|