Beacon Pointe Advisors’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 | $177M | Sell |
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|
2025
Q1 | $166M | Buy |
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|
2024
Q4 | $169M | Buy |
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|
2024
Q3 | $162M | Sell |
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|
2024
Q2 | $158M | Sell |
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|
2024
Q1 | $164M | Sell |
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|
2023
Q4 | $151M | Sell |
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|
2023
Q3 | $153M | Buy |
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|
2023
Q2 | $137M | Buy |
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|
2023
Q1 | $113M | Sell |
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|
2022
Q4 | $108M | Sell |
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|
2022
Q3 | $102M | Sell |
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|
2022
Q2 | $118M | Sell |
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|
2022
Q1 | $152M | Buy |
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|
2021
Q4 | $135M | Buy |
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|
2021
Q3 | $62.1M | Buy |
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|
2021
Q2 | $58M | Buy |
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|
2021
Q1 | $52.5M | Buy |
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|
2020
Q4 | $43.9M | Sell |
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|
2020
Q3 | $43.7M | Sell |
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|
2020
Q2 | $41.9M | Sell |
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|
2020
Q1 | $36.3M | Buy |
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|
2019
Q4 | $11.9M | Buy |
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|
2019
Q3 | $9.84M | Sell |
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|
2019
Q2 | $9.9M | Buy |
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|
2019
Q1 | $7.38M | Buy |
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|
2018
Q4 | $4.79M | Buy |
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