BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.24M | Sell |
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|
2023
Q1 | $3.16M | Sell |
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|
2022
Q4 | $2.97M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $3.22M | Buy |
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|
2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $3.2M | Buy |
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|
2021
Q2 | $3.18M | Sell |
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|
2021
Q1 | $3.05M | Sell |
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|
2020
Q4 | $2.91M | Sell |
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|
2020
Q3 | $2.65M | Sell |
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|
2020
Q2 | $5.3M | Buy |
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|
2020
Q1 | $4.29M | Buy |
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|
2019
Q4 | $5.21M | Buy |
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|
2019
Q3 | $4.79M | Sell |
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|
2019
Q2 | $4.79M | Sell |
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|
2019
Q1 | $5.03M | Buy |
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|
2018
Q4 | $4.06M | Buy |
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|
2018
Q3 | $4.42M | Buy |
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|
2018
Q2 | $3.72M | Sell |
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|
2018
Q1 | $3.84M | Buy |
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|
2017
Q4 | $3.74M | Sell |
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|
2017
Q3 | $4.04M | Buy |
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|
2017
Q2 | $1.61M | Buy |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $994K | Buy |
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|
2016
Q3 | $851K | Buy |
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|
2016
Q2 | $818K | Hold |
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|
2016
Q1 | $803K | Buy |
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