Cynosure Group’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 | $26.5M | Sell |
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|
2025
Q2 | $27.8M | Buy |
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|
2025
Q1 | $24.1M | Sell |
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|
2024
Q4 | $28.4M | Buy |
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|
2024
Q3 | $27.6M | Buy |
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|
2024
Q2 | $24.5M | Sell |
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|
2024
Q1 | $23.6M | Buy |
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|
2023
Q4 | $19.5M | Buy |
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|
2023
Q3 | $15.6M | Buy |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2.46M | Sell |
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|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $3.55M | Sell |
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|
2021
Q4 | $4.04M | Buy |
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|
2021
Q3 | $3.64M | Sell |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $3.13M | Sell |
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|
2020
Q4 | $3.28M | Sell |
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|
2020
Q3 | $2.99M | Sell |
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|
2020
Q2 | $2.89M | Hold |
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|
2020
Q1 | $2.41M | Sell |
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|
2019
Q4 | $3.08M | Sell |
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|
2019
Q3 | $2.87M | Sell |
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|
2019
Q2 | $2.88M | Hold |
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|
2019
Q1 | $2.78M | Sell |
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|
2018
Q4 | $2.83M | Buy |
|