Atlas Capital 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 | $5.21M | Sell |
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|
2025
Q1 | $7.03M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $645K | Sell |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $506K | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $55.9K | Sell |
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|
2022
Q4 | $60.7K | Buy |
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|
2022
Q3 | $44.5K | Buy |
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|
2022
Q2 | $45.1K | Sell |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $51.3K | Buy |
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|
2021
Q2 | $20.6K | Hold |
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|
2021
Q1 | $19.1K | Hold |
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|
2020
Q4 | $18K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $44.6K | Sell |
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|
2020
Q1 | $67.4K | Sell |
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|
2019
Q4 | $90.2K | Sell |
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|
2019
Q3 | $102K | Sell |
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|
2019
Q2 | $125K | Buy |
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|
2019
Q1 | $116K | Hold |
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|
2018
Q4 | $102K | Hold |
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|
2018
Q3 | $120K | Hold |
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|
2018
Q2 | $115K | Hold |
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|
2018
Q1 | $108K | Buy |
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