Corient Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4B | Sell |
|
|||||
|
2025
Q1 | $2.89B | Buy |
|
|||||
|
2024
Q4 | $1.22B | Sell |
|
|||||
|
2024
Q3 | $1.43B | Buy |
|
|||||
|
2024
Q2 | $725M | Sell |
|
|||||
|
2024
Q1 | $842M | Buy |
|
|||||
|
2023
Q4 | $625M | Sell |
|
|||||
|
2023
Q3 | $550M | Buy |
|
|||||
|
2023
Q2 | $477M | Buy |
|
|||||
|
2023
Q1 | $411M | Buy |
|
|||||
|
2022
Q4 | $375M | Buy |
|