Apexium 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
Q2 | $244M | Buy |
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|
2025
Q1 | $206M | Buy |
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|
2024
Q4 | $209M | Buy |
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|
2024
Q3 | $195M | Buy |
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|
2024
Q2 | $173M | Buy |
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|
2024
Q1 | $154M | Sell |
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|
2023
Q4 | $142M | Buy |
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|
2023
Q3 | $127M | Buy |
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|
2023
Q2 | $128M | Buy |
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|
2023
Q1 | $116M | Sell |
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|
2022
Q4 | $128M | Buy |
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|
2022
Q3 | $113M | Buy |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $12.2M | Buy |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $7.62M | Buy |
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|
2020
Q4 | $6.98M | Sell |
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|
2020
Q3 | $7.11M | Sell |
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|
2020
Q2 | $10.9M | Buy |
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|
2020
Q1 | $8.48M | Buy |
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|
2019
Q4 | $4.57M | Buy |
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