Comprehensive Financial Consultants Institutional’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 | $1.37M | Sell |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $1.03M | Hold |
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|
2023
Q3 | $925K | Sell |
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|
2023
Q2 | $999K | Buy |
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|
2023
Q1 | $883K | Hold |
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|
2022
Q4 | $857K | Buy |
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|
2022
Q3 | $760K | Sell |
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|
2022
Q2 | $816K | Sell |
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|
2022
Q1 | $897K | Sell |
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|
2021
Q4 | $993K | Buy |
|