Aveo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $39.5M | Sell |
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|
2024
Q3 | $39.3M | Buy |
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|
2024
Q2 | $36.2M | Buy |
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|
2024
Q1 | $33.6M | Buy |
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|
2023
Q4 | $30M | Sell |
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|
2023
Q3 | $27M | Buy |
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|
2023
Q2 | $27.7M | Buy |
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|
2023
Q1 | $24.7M | Buy |
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|
2022
Q4 | $22.3M | Sell |
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|
2022
Q3 | $21.6M | Buy |
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|
2022
Q2 | $22M | Sell |
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|
2022
Q1 | $26.4M | Buy |
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|
2021
Q4 | $26.6M | Buy |
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|
2021
Q3 | $22M | Buy |
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|
2021
Q2 | $19.2M | Buy |
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|
2021
Q1 | $16.5M | Buy |
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|
2020
Q4 | $280K | Sell |
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|
2020
Q3 | $10.5M | Buy |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $8.88M | Buy |
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|
2019
Q4 | $10.8M | Sell |
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|
2019
Q3 | $10.4M | Buy |
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|
2019
Q2 | $10M | Buy |
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|
2019
Q1 | $8.98M | Buy |
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|
2018
Q4 | $7.41M | Buy |
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|
2018
Q3 | $7.18M | Buy |
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|
2018
Q2 | $6.06M | Sell |
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|
2018
Q1 | $6.5M | Buy |
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|
2017
Q4 | $4.91M | Buy |
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|
2017
Q3 | $4.17M | Buy |
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|
2017
Q2 | $3.77M | Buy |
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|
2017
Q1 | $2.76M | Sell |
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|
2016
Q4 | $5.19M | Buy |
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