BG
Benedetti & Gucer’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $37.3M | Sell |
70,949
-8,526
| -11% | -$4.48M | 18.53% | 1 |
|
|
2023
Q4 | $38M | Sell |
79,475
-1,922
| -2% | -$918K | 19.89% | 1 |
|
|
2023
Q3 | $35M | Sell |
81,397
-11,490
| -12% | -$4.93M | 19.12% | 1 |
|
|
2023
Q2 | $41.4M | Sell |
92,887
-2,328
| -2% | -$1.04M | 21.31% | 1 |
|
|
2023
Q1 | $39.1M | Sell |
95,215
-3,690
| -4% | -$1.52M | 22.47% | 1 |
|
|
2022
Q4 | $38M | Sell |
98,905
-394
| -0.4% | -$151K | 27.81% | 1 |
|
|
2022
Q3 | $35.6M | Buy |
99,299
+1,960
| +2% | +$703K | 28.02% | 1 |
|
|
2022
Q2 | $37.4M | Sell |
97,339
-13,940
| -13% | -$5.35M | 25.27% | 1 |
|
|
2022
Q1 | $50.5M | Sell |
111,279
-4,473
| -4% | -$2.03M | 33.8% | 1 |
|
|
2021
Q4 | $55.2M | Buy |
115,752
+2,421
| +2% | +$1.15M | 37.43% | 1 |
|
|
2021
Q3 | $48.8M | Buy |
113,331
+3,662
| +3% | +$1.58M | 37.14% | 1 |
|
|
2021
Q2 | $47.2M | Buy |
109,669
+12,398
| +13% | +$5.34M | 42.38% | 1 |
|
|
2021
Q1 | $38.7M | Buy |
+97,271
| New | +$38.7M | 35.59% | 1 |
|