Brown Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Sell |
|
|||||
|
2025
Q2 | $1.48M | Sell |
|
|||||
|
2025
Q1 | $1.36M | Sell |
|
|||||
|
2024
Q4 | $1.44M | Sell |
|
|||||
|
2024
Q3 | $1.46M | Sell |
|
|||||
|
2024
Q2 | $1.4M | Sell |
|
|||||
|
2024
Q1 | $1.35M | Hold |
|
|||||
|
2023
Q4 | $1.22M | Hold |
|
|||||
|
2023
Q3 | $1.1M | Sell |
|
|||||
|
2023
Q2 | $1.16M | Sell |
|
|||||
|
2023
Q1 | $1.12M | Buy |
|
|||||
|
2022
Q4 | $1.02M | Sell |
|
|||||
|
2022
Q3 | $987K | Sell |
|
|||||
|
2022
Q2 | $1.04M | Sell |
|
|||||
|
2022
Q1 | $1.25M | Sell |
|
|||||
|
2021
Q4 | $1.32M | Sell |
|
|||||
|
2021
Q3 | $1.2M | Sell |
|
|||||
|
2021
Q2 | $1.2M | Sell |
|
|||||
|
2021
Q1 | $1.13M | Sell |
|
|||||
|
2020
Q4 | $1.15M | Buy |
|