Brightworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $149M | Buy |
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|
2022
Q2 | $141M | Buy |
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|
2022
Q1 | $158M | Sell |
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|
2021
Q4 | $255M | Sell |
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|
2021
Q3 | $340M | Sell |
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|
2021
Q2 | $439M | Sell |
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|
2021
Q1 | $416M | Sell |
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|
2020
Q4 | $395M | Sell |
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|
2020
Q3 | $359M | Buy |
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|
2020
Q2 | $223M | Buy |
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|
2020
Q1 | $185M | Buy |
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|
2019
Q4 | $192M | Buy |
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|
2019
Q3 | $176M | Sell |
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|
2019
Q2 | $174M | Buy |
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|
2019
Q1 | $167M | Buy |
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|
2018
Q4 | $143M | Buy |
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|
2018
Q3 | $131M | Buy |
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|
2018
Q2 | $122M | Buy |
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|
2018
Q1 | $117M | Buy |
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|
2017
Q4 | $113M | Buy |
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|
2017
Q3 | $106M | Buy |
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|
2017
Q2 | $96M | Sell |
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|
2017
Q1 | $98M | Sell |
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|
2016
Q4 | $93.1M | Buy |
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|
2016
Q3 | $84.8M | Sell |
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|
2016
Q2 | $84.7M | Sell |
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|
2016
Q1 | $83.7M | Buy |
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|
2015
Q4 | $68M | Buy |
|