Appleton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.9M | Hold |
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|
2024
Q1 | $2.78M | Sell |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.95M | Hold |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $2.51M | Buy |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $1.86M | Sell |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $2.02M | Hold |
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|
2019
Q3 | $1.86M | Buy |
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|
2019
Q2 | $1.84M | Sell |
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|
2019
Q1 | $1.9M | Sell |
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|
2018
Q4 | $1.72M | Buy |
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|
2018
Q3 | $2M | Buy |
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|
2018
Q2 | $1.67M | Buy |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.26M | Sell |
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|
2017
Q3 | $1.21M | Sell |
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|
2017
Q2 | $1.24M | Sell |
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|
2017
Q1 | $1.62M | Buy |
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