Cerity Partners’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
Q2 | $1.41B | Buy |
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|
2025
Q1 | $1.16B | Buy |
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|
2024
Q4 | $1.17B | Buy |
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|
2024
Q3 | $1.06B | Buy |
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|
2024
Q2 | $977M | Buy |
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|
2024
Q1 | $909M | Buy |
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|
2023
Q4 | $818M | Buy |
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|
2023
Q3 | $634M | Sell |
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|
2023
Q2 | $705M | Buy |
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|
2023
Q1 | $530M | Buy |
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|
2022
Q4 | $408M | Sell |
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|
2022
Q3 | $291M | Buy |
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|
2022
Q2 | $305M | Buy |
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|
2022
Q1 | $63.2M | Buy |
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|
2021
Q4 | $49.3M | Buy |
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|
2021
Q3 | $32M | Sell |
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|
2021
Q2 | $32.7M | Buy |
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|
2021
Q1 | $28.3M | Buy |
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|
2020
Q4 | $25.3M | Buy |
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|
2020
Q3 | $9.83M | Sell |
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|
2020
Q2 | $9.13M | Sell |
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|
2020
Q1 | $16.1M | Buy |
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|
2019
Q4 | $9.79M | Sell |
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|
2019
Q3 | $11.5M | Sell |
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|
2019
Q2 | $12.4M | Buy |
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|
2019
Q1 | $9M | Buy |
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|
2018
Q4 | $7.91M | Buy |
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|
2018
Q3 | $8.97M | Buy |
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|
2018
Q2 | $8.34M | Sell |
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|
2018
Q1 | $8.43M | Sell |
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|
2017
Q4 | $22.3M | Buy |
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|
2017
Q3 | $17.8M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $17.4M | Buy |
|