Berkeley Capital Partners’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
2021
Q1
Sell
2020
Q4
$1.98M Buy
2019
Q1
Sell
2018
Q4
$12.2M Buy
2017
Q2
Sell
2017
Q1
$376K Buy
2016
Q4
Sell
2016
Q3
$421K Buy
2016
Q2
$385K Buy
2016
Q1
$237K Sell
2015
Q4
$412K Buy