Ahrens Investment 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
2023
Q1
$985K Sell
2022
Q4
$973K Sell
2022
Q3
$959K Sell
2022
Q2
$1.03M Sell
2022
Q1
$1.29M Sell
2021
Q4
$1.72M Sell
2021
Q3
$1.55M Sell
2021
Q2
$1.56M Sell
2021
Q1
$1.56M Sell
2020
Q4
$1.75M Sell
2020
Q3
$1.69M Sell
2020
Q2
$1.78M Sell
2020
Q1
$1.71M Sell
2019
Q4
$2.64M Buy
2019
Q3
$2.42M Sell
2019
Q2
$2.8M Buy
2019
Q1
$2.66M Sell
2018
Q4
$2.96M Sell
2018
Q3
$3.75M Sell
2018
Q2
$3.54M Sell
2018
Q1
$3.96M Sell
2017
Q4
$5.79M Sell
2017
Q3
$5.47M Buy
2017
Q2
$4.24M Buy
2017
Q1
$3.92M Buy
2016
Q4
$3.6M Buy