Cadent Capital Advisors’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 | $6.7M | Sell |
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|
2025
Q2 | $6.33M | Buy |
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|
2025
Q1 | $5.66M | Sell |
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|
2024
Q4 | $6.2M | Sell |
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|
2024
Q3 | $6.31M | Sell |
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|
2024
Q2 | $6.47M | Sell |
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|
2024
Q1 | $6.35M | Buy |
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|
2023
Q4 | $5.46M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $945K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.57M | Buy |
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