Brouwer & Janachowski’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
Q3
$2.2M Sell
2021
Q2
$2.2M Hold
2021
Q1
$2.03M Sell
2020
Q4
$1.94M Hold
2020
Q3
$1.74M Hold
2020
Q2
$1.6M Sell
2020
Q1
$1.39M Hold
2019
Q4
$1.73M Buy
2019
Q3
$1.59M Buy
2019
Q2
$1.57M Buy
2019
Q1
$1.49M Hold
2018
Q4
$1.32M Sell
2018
Q3
$1.54M Buy
2018
Q2
$1.36M Sell
2018
Q1
$1.33M Sell
2017
Q4
$1.45M Buy
2017
Q3
$1.25M Sell
2017
Q2
$1.21M Buy
2017
Q1
$1.15M Buy
2016
Q4
$958K Buy
2016
Q3
$911K Sell
2016
Q2
$937K Sell
2016
Q1
$1.17M Hold
2015
Q4
$1.16M Buy