Avantax Advisory Services’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 | $1.14B | Sell |
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|
2025
Q1 | $1.05B | Buy |
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|
2024
Q4 | $1.05B | Buy |
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|
2024
Q3 | $1.03B | Sell |
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|
2024
Q2 | $981M | Buy |
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|
2024
Q1 | $889M | Buy |
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|
2023
Q4 | $793M | Buy |
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|
2023
Q3 | $683M | Buy |
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|
2023
Q2 | $676M | Buy |
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|
2023
Q1 | $605M | Buy |
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|
2022
Q4 | $543M | Sell |
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|
2022
Q3 | $617M | Buy |
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|
2022
Q2 | $627M | Buy |
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|
2022
Q1 | $734M | Buy |
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|
2021
Q4 | $720M | Buy |
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|
2021
Q3 | $629M | Buy |
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|
2021
Q2 | $593M | Buy |
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|
2021
Q1 | $455M | Buy |
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|
2020
Q4 | $401M | Sell |
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|
2020
Q3 | $517M | Buy |
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|
2020
Q2 | $363M | Buy |
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|
2020
Q1 | $294M | Sell |
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|
2019
Q4 | $368M | Buy |
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|
2019
Q3 | $66.3M | Buy |
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|
2019
Q2 | $60.8M | Buy |
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|
2019
Q1 | $52.1M | Buy |
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|
2018
Q4 | $19.8M | Buy |
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