Baron Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-156
| Closed | -$59.1K | – | 123 |
|
|
2022
Q2 | $59.1K | Hold |
156
| – | – | 0.04% | 77 |
|
|
2022
Q1 | $70.8K | Hold |
156
| – | – | 0.04% | 76 |
|
|
2021
Q4 | $74.4K | Hold |
156
| – | – | 0.04% | 76 |
|
|
2021
Q3 | $67.2K | Hold |
156
| – | – | 0.04% | 77 |
|
|
2021
Q2 | $67.1K | Sell |
156
-25
| -14% | -$10.7K | 0.04% | 80 |
|
|
2021
Q1 | $72K | Hold |
181
| – | – | 0.05% | 80 |
|
|
2020
Q4 | $67.9K | Hold |
181
| – | – | 0.05% | 76 |
|
|
2020
Q3 | $60.8K | Buy |
+181
| New | +$60.8K | 0.06% | 79 |
|