Clearwater 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
Q2 | $2.75M | Buy |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $2.38M | Sell |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.8M | Sell |
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|
2023
Q1 | $2.87M | Sell |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $2.09M | Sell |
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|
2021
Q4 | $2.2M | Buy |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.85M | Sell |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.21M | Sell |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $938K | Buy |
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|
2018
Q2 | $742K | Buy |
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|
2018
Q1 | $705K | Hold |
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|
2017
Q4 | $714K | Hold |
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|
2017
Q3 | $679K | Buy |
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|
2017
Q2 | $644K | Sell |
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|
2017
Q1 | $628K | Sell |
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|
2016
Q4 | $630K | Hold |
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|
2016
Q3 | $601K | Sell |
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|
2016
Q2 | $593K | Buy |
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