Divergent Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $214M | Sell |
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|
2024
Q2 | $205M | Sell |
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|
2024
Q1 | $199M | Sell |
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|
2023
Q4 | $223M | Buy |
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|
2023
Q3 | $200M | Sell |
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|
2023
Q2 | $244M | Buy |
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|
2023
Q1 | $224M | Buy |
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|
2022
Q4 | $198M | Buy |
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|
2022
Q3 | $172M | Sell |
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|
2022
Q2 | $201M | Buy |
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|
2022
Q1 | $187M | Buy |
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|
2021
Q4 | $162M | Sell |
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|
2021
Q3 | $162M | Buy |
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|
2021
Q2 | $133M | Sell |
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|
2021
Q1 | $124M | Buy |
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|
2020
Q4 | $113M | Sell |
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|
2020
Q3 | $127M | Buy |
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|
2020
Q2 | $44.2M | Sell |
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|
2020
Q1 | $46.1M | Buy |
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|
2019
Q4 | $37.1M | Sell |
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|
2019
Q3 | $42.2M | Buy |
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|
2019
Q2 | $32.9M | Sell |
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|
2019
Q1 | $39.4M | Sell |
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|
2018
Q4 | $38.3M | Buy |
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|
2018
Q3 | $30M | Sell |
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|
2018
Q2 | $34.6M | Buy |
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|
2018
Q1 | $32.4M | Buy |
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|
2017
Q4 | $25.7M | Buy |
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