BT Wealth Management’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
Q2 | $50.6M | Buy |
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|
2022
Q1 | $58M | Buy |
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|
2021
Q4 | $56.5M | Buy |
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|
2021
Q3 | $48M | Buy |
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|
2021
Q2 | $44.8M | Buy |
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|
2021
Q1 | $37.4M | Buy |
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|
2020
Q4 | $30.6M | Buy |
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|
2020
Q3 | $23.9M | Sell |
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|
2020
Q2 | $27.2M | Buy |
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|
2020
Q1 | $21.7M | Buy |
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|
2019
Q4 | $15.4M | Buy |
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|
2019
Q3 | $13.1M | Buy |
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|
2019
Q2 | $12.2M | Buy |
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|
2019
Q1 | $11M | Sell |
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|
2018
Q4 | $21.3M | Buy |
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