Connectus Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $712K | Sell |
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|
2023
Q4 | $92.9M | Sell |
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|
2023
Q3 | $89.9M | Buy |
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|
2023
Q2 | $78.8M | Buy |
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|
2023
Q1 | $53.6M | Buy |
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|
2022
Q4 | $51M | Sell |
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|
2022
Q3 | $52.1M | Sell |
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|
2022
Q2 | $55.6M | Sell |
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|
2022
Q1 | $103M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.2M | Buy |
|