Bank Julius Baer & Co’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 | $6.08M | Sell |
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|
2025
Q1 | $8.72M | Sell |
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|
2024
Q4 | $18.6M | Buy |
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|
2024
Q3 | $17.8M | Sell |
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|
2024
Q2 | $17.5M | Sell |
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|
2024
Q1 | $16.6M | Sell |
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|
2023
Q4 | $17.6M | Sell |
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|
2023
Q3 | $19.8M | Sell |
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|
2023
Q2 | $23.8M | Buy |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $3.91M | Sell |
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|
2022
Q2 | $4.99M | Sell |
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|
2022
Q1 | $31.7M | Sell |
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|
2021
Q4 | $45.7M | Sell |
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|
2021
Q3 | $46.3M | Buy |
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|
2021
Q2 | $41.9M | Sell |
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|
2021
Q1 | $40.2M | Sell |
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|
2020
Q4 | $40.6M | Sell |
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|
2020
Q3 | $42.2M | Buy |
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|
2020
Q2 | $31.5M | Buy |
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|
2020
Q1 | $1.61M | Buy |
|