Annex Advisory Services’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 | $6.14M | Sell |
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|
2025
Q1 | $6.45M | Sell |
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|
2024
Q4 | $6.82M | Sell |
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|
2024
Q3 | $7.04M | Sell |
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|
2024
Q2 | $6.8M | Sell |
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|
2024
Q1 | $6.77M | Sell |
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|
2023
Q4 | $6.61M | Buy |
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|
2023
Q3 | $5.42M | Sell |
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|
2023
Q2 | $5.92M | Buy |
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|
2023
Q1 | $5.15M | Buy |
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|
2022
Q4 | $4.17M | Sell |
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|
2022
Q3 | $12.3M | Sell |
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|
2022
Q2 | $13.6M | Buy |
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|
2022
Q1 | $16M | Sell |
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|
2021
Q4 | $17.7M | Sell |
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|
2021
Q3 | $16.3M | Buy |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $12.4M | Buy |
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|
2020
Q4 | $10.7M | Buy |
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|
2020
Q3 | $8.46M | Buy |
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|
2020
Q2 | $7.29M | Sell |
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|
2020
Q1 | $7.34M | Sell |
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|
2019
Q4 | $11M | Sell |
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|
2019
Q3 | $10.7M | Sell |
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|
2019
Q2 | $10.8M | Buy |
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|
2019
Q1 | $10.4M | Sell |
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|
2018
Q4 | $10.3M | Sell |
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|
2018
Q3 | $12.2M | Sell |
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|
2018
Q2 | $11.6M | Sell |
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|
2018
Q1 | $11.5M | Sell |
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|
2017
Q4 | $12.5M | Sell |
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|
2017
Q3 | $12.4M | Buy |
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|
2017
Q2 | $10.7M | Buy |
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|
2017
Q1 | $9.75M | Buy |
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|
2016
Q4 | $8.83M | Buy |
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|
2016
Q3 | $8.12M | Buy |
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|
2016
Q2 | $7.72M | Buy |
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|
2016
Q1 | $7.38M | Buy |
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|
2015
Q4 | $7.29M | Buy |
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|
2015
Q3 | $6.48M | Buy |
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|
2015
Q2 | $6.85M | Buy |
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|
2015
Q1 | $6.66M | Buy |
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|
2014
Q4 | $6.26M | Buy |
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|
2014
Q3 | $5.51M | Buy |
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|
2014
Q2 | $5.45M | Sell |
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|
2014
Q1 | $5.35M | Buy |
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|
2013
Q4 | $5.17M | Buy |
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|
2013
Q3 | $3.65M | Sell |
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|
2013
Q2 | $3.86M | Buy |
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