BTR Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

BTR Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$807K	Hold
2022 Q2	$853K	Sell
2022 Q1	$1.15M	Hold
2021 Q4	$1.21M	Sell
2021 Q3	$1.12M	Hold
2021 Q2	$1.11M	Hold
2021 Q1	$1.03M	Hold
2020 Q4	$973K	Buy
2020 Q3	$817K	Hold
2020 Q2	$753K	Hold
2020 Q1	$628K	Hold
2019 Q4	$786K	Hold
2019 Q3	$726K	Hold
2019 Q2	$717K	Sell
2019 Q1	$811K	Buy
2018 Q4	$587K	Hold
2018 Q3	$682K	Hold
2018 Q2	$636K	Hold
2018 Q1	$619K	Hold
2017 Q4	$627K	Sell
2017 Q3	$594K	Hold
2017 Q2	$571K	Hold
2017 Q1	$557K	Hold
2016 Q4	$511K	Hold
2016 Q3	$511K	Hold
2016 Q2	$494K	Buy