Aviance 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
Q3 | $2.32M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.35M | Hold |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $986K | Buy |
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|
2020
Q1 | $818K | Hold |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $896K | Sell |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $883K | Hold |
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|
2017
Q2 | $850K | Hold |
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|
2017
Q1 | $829K | Hold |
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|
2016
Q4 | $786K | Hold |
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|
2016
Q3 | $760K | Sell |
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|
2016
Q2 | $823K | Hold |
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|
2016
Q1 | $808K | Sell |
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|
2015
Q4 | $869K | Buy |
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|
2015
Q3 | $809K | Sell |
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|
2015
Q2 | $888K | Sell |
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|
2015
Q1 | $939K | Buy |
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|
2014
Q4 | $932K | Buy |
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|
2014
Q3 | $815K | Buy |
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|
2014
Q2 | $581K | Buy |
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|
2014
Q1 | $516K | Buy |
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