Biechele Royce 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
Q3 | $918K | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.1M | Hold |
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|
2023
Q4 | $995K | Sell |
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|
2023
Q3 | $931K | Buy |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $760K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $789K | Hold |
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|
2021
Q3 | $713K | Sell |
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|
2021
Q2 | $722K | Sell |
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|
2021
Q1 | $796K | Buy |
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