Apriem Advisors’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 | $728K | Buy |
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|
2025
Q1 | $609K | Sell |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $665K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $316K | Sell |
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|
2019
Q2 | $323K | Hold |
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|
2019
Q1 | $312K | Buy |
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|
2018
Q4 | $272K | Buy |
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|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $254K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $49K | Sell |
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|
2016
Q4 | $64K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $5K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $307K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $206K | Hold |
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|
2015
Q1 | $206K | Hold |
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|
2014
Q4 | $205K | Buy |
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