Benchmark Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q4 | $212K | Buy |
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