Checchi Capital Advisers’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 | $427K | Buy |
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|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $748K | Hold |
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|
2024
Q1 | $718K | Hold |
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|
2023
Q4 | $652K | Hold |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $778K | Hold |
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|
2022
Q3 | $727K | Hold |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $871K | Hold |
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|
2021
Q1 | $806K | Sell |
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|
2020
Q4 | $781K | Buy |
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|
2020
Q3 | $504K | Hold |
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|
2020
Q2 | $465K | Sell |
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|
2020
Q1 | $517K | Buy |
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|
2019
Q4 | $323K | Buy |
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