Autus Asset Management’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
Q4 | $4.03M | Buy |
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|
2022
Q3 | $2.48M | Sell |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | $3.16M | Sell |
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|
2021
Q4 | $4.47M | Sell |
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|
2021
Q3 | $4.23M | Sell |
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|
2021
Q2 | $4.39M | Sell |
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|
2021
Q1 | $4.07M | Buy |
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|
2020
Q4 | $3.7M | Sell |
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|
2020
Q3 | $3.51M | Buy |
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|
2020
Q2 | $3.23M | Buy |
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|
2020
Q1 | $2.62M | Sell |
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|
2019
Q4 | $3.33M | Buy |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.85M | Buy |
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|
2019
Q1 | $2.53M | Sell |
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|
2018
Q4 | $2.31M | Buy |
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|
2018
Q3 | $2.65M | Sell |
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|
2018
Q2 | $2.49M | Sell |
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|
2018
Q1 | $2.45M | Buy |
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|
2017
Q4 | $2.24M | Sell |
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|
2017
Q3 | $2.15M | Buy |
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|
2017
Q2 | $2.02M | Sell |
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|
2017
Q1 | $2.02M | Sell |
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|
2016
Q4 | $1.98M | Buy |
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|
2016
Q3 | $1.82M | Sell |
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|
2016
Q2 | $1.81M | Sell |
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|
2016
Q1 | $1.8M | Buy |
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|
2015
Q4 | $1.63M | Sell |
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|
2015
Q3 | $1.65M | Buy |
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|
2015
Q2 | $1.75M | Buy |
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|
2015
Q1 | $1.72M | Sell |
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|
2014
Q4 | $1.75M | Buy |
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|
2014
Q3 | $1.64M | Buy |
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|
2014
Q2 | $1.35M | Buy |
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|
2014
Q1 | $1.03M | Buy |
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|
2013
Q4 | $1M | Sell |
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|
2013
Q3 | $919K | Buy |
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|
2013
Q2 | $854K | Buy |
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