AE Wealth Management’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
Q2 | $251M | Buy |
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|
2025
Q1 | $188M | Buy |
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|
2024
Q4 | $180M | Sell |
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|
2024
Q3 | $182M | Buy |
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|
2024
Q2 | $157M | Sell |
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|
2024
Q1 | $166M | Sell |
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|
2023
Q4 | $353M | Buy |
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|
2023
Q3 | $308M | Sell |
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|
2023
Q2 | $323M | Sell |
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|
2023
Q1 | $330M | Buy |
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|
2022
Q4 | $281M | Buy |
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|
2022
Q3 | $258M | Sell |
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|
2022
Q2 | $301M | Buy |
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|
2022
Q1 | $358M | Buy |
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|
2021
Q4 | $340M | Buy |
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|
2021
Q3 | $281M | Buy |
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|
2021
Q2 | $234M | Buy |
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|
2021
Q1 | $179M | Buy |
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|
2020
Q4 | $152M | Buy |
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|
2020
Q3 | $97.1M | Buy |
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|
2020
Q2 | $88.9M | Buy |
|
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|
2020
Q1 | $72.9M | Buy |
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|
2019
Q4 | $82.7M | Buy |
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|
2019
Q3 | $44M | Sell |
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|
2019
Q2 | $87.2M | Buy |
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|
2019
Q1 | $33.2M | Buy |
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|
2018
Q4 | $9.18M | Sell |
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|
2018
Q3 | $16.6M | Buy |
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|
2018
Q2 | $9.26M | Buy |
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|
2018
Q1 | $7.7M | Sell |
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|
2017
Q4 | $13.5M | Buy |
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|
2017
Q3 | $9.96M | Sell |
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|
2017
Q2 | $10.9M | Buy |
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|
2017
Q1 | $8.22M | Sell |
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|
2016
Q4 | $7.92M | Buy |
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