Avior Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.2M | Buy |
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|
2025
Q1 | $67.1M | Buy |
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|
2024
Q4 | $68.9M | Buy |
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|
2024
Q3 | $64.5M | Buy |
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|
2024
Q2 | $61M | Buy |
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|
2024
Q1 | $56M | Buy |
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|
2023
Q4 | $45.7M | Buy |
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|
2023
Q3 | $40.7M | Sell |
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|
2023
Q2 | $43.3M | Buy |
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|
2023
Q1 | $39M | Buy |
|
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|
2022
Q4 | $34.7M | Buy |
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|
2022
Q3 | $31.6M | Buy |
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|
2022
Q2 | $32.6M | Sell |
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|
2022
Q1 | $39.8M | Sell |
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|
2021
Q4 | $43.5M | Sell |
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|
2021
Q3 | $54.9M | Buy |
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|
2021
Q2 | $27M | Buy |
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|
2021
Q1 | $24.6M | Buy |
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|
2020
Q4 | $12.1M | Buy |
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|
2020
Q3 | $9.47M | Buy |
|
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|
2020
Q2 | $7.18M | Buy |
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|
2020
Q1 | $5.28M | Buy |
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|
2019
Q4 | $5.72M | Buy |
|
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|
2019
Q3 | $4.54M | Buy |
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|
2019
Q2 | $3.98M | Sell |
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|
2019
Q1 | $3.88M | Buy |
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|
2018
Q4 | $3.27M | Buy |
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|
2018
Q3 | $3.64M | Buy |
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|
2018
Q2 | $3.16M | Buy |
|
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|
2018
Q1 | $2.96M | Buy |
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|
2017
Q4 | $2.86M | Buy |
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|
2017
Q3 | $2.3M | Buy |
|
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|
2017
Q2 | $1.86M | Sell |
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|
2017
Q1 | $1.92M | Buy |
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|
2016
Q4 | $1.75M | Buy |
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|
2016
Q3 | $1.58M | Buy |
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|
2016
Q2 | $1.48M | Buy |
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|
2016
Q1 | $1.37M | Buy |
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|
2015
Q4 | $635K | Buy |
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|
2015
Q3 | $586K | Sell |
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|
2015
Q2 | $633K | Buy |
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|
2015
Q1 | $448K | Buy |
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|
2014
Q4 | $177K | Buy |
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|
2014
Q3 | $110K | Buy |
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|
2014
Q2 | $54K | Sell |
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|
2014
Q1 | $65K | Buy |
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