Affiance 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 | $6.07M | Sell |
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|
2025
Q2 | $5.65M | Sell |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5.53M | Sell |
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|
2024
Q3 | $5.62M | Sell |
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|
2024
Q2 | $5.67M | Buy |
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|
2024
Q1 | $5.43M | Buy |
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $4.46M | Sell |
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|
2023
Q2 | $4.89M | Buy |
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|
2023
Q1 | $3.61M | Sell |
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|
2022
Q4 | $3.6M | Buy |
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|
2022
Q3 | $3.35M | Buy |
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|
2022
Q2 | $2.54M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.78M | Buy |
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|
2021
Q2 | $2.77M | Sell |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $2.42M | Sell |
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|
2020
Q3 | $2.18M | Sell |
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|
2020
Q2 | $2.12M | Buy |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $2.16M | Sell |
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|
2019
Q3 | $2.23M | Sell |
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|
2019
Q2 | $2.28M | Sell |
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|
2019
Q1 | $2.5M | Sell |
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|
2018
Q4 | $2.25M | Buy |
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|
2018
Q3 | $2.5M | Sell |
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|
2018
Q2 | $2.43M | Buy |
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|
2018
Q1 | $2.07M | Sell |
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|
2017
Q4 | $2.48M | Sell |
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|
2017
Q3 | $2.65M | Sell |
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|
2017
Q2 | $8.45M | Buy |
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|
2017
Q1 | $7.43M | Buy |
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|
2016
Q4 | $6.53M | Buy |
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|
2016
Q3 | $5.69M | Buy |
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|
2016
Q2 | $4.85M | Buy |
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|
2016
Q1 | $2.95M | Buy |
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|
2015
Q4 | $2.07M | Buy |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | $865K | Buy |
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|
2015
Q1 | $335K | Hold |
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|
2014
Q4 | $333K | Buy |
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