Ashfield Capital 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
2022
Q3
$1.64M Buy
2022
Q2
$1.47M Sell
2022
Q1
$1.95M Buy
2021
Q4
$1.25M Buy
2021
Q3
$931K Buy
2021
Q2
$895K Buy
2021
Q1
$803K Buy
2020
Q4
$245K Hold
2020
Q3
$219K Buy