Benjamin Edwards Inc’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
Q3 | $30.7M | Buy |
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|
2025
Q2 | $27.8M | Sell |
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|
2025
Q1 | $25.6M | Sell |
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|
2024
Q4 | $27.7M | Buy |
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|
2024
Q3 | $26.9M | Buy |
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|
2024
Q2 | $855K | Sell |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $694K | Buy |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $585K | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $786K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $83K | Sell |
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|
2020
Q2 | $78K | Sell |
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|
2020
Q1 | $68K | Buy |
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