Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $13.2M | Sell |
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|
2021
Q3 | $13.4M | Buy |
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|
2021
Q2 | $5.34M | Buy |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $4.49M | Sell |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $3.79M | Buy |
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|
2020
Q1 | $3.15M | Sell |
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|
2019
Q4 | $4.25M | Sell |
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|
2019
Q3 | $3.95M | Sell |
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|
2019
Q2 | $3.9M | Sell |
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|
2019
Q1 | $3.78M | Sell |
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|
2018
Q4 | $3.46M | Buy |
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|
2018
Q3 | $3.9M | Sell |
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|
2018
Q2 | $3.67M | Sell |
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|
2018
Q1 | $3.65M | Sell |
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|
2017
Q4 | $3.76M | Sell |
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|
2017
Q3 | $7.36M | Sell |
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|
2017
Q2 | $20.5M | Buy |
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|
2017
Q1 | $7.89M | Sell |
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|
2016
Q4 | $7.96M | Buy |
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