Dynamic Advisor Solutions’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 | $39.7M | Buy |
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|
2025
Q2 | $34.3M | Buy |
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|
2025
Q1 | $28.9M | Buy |
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|
2024
Q4 | $29.4M | Sell |
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|
2024
Q3 | $73.1M | Buy |
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|
2024
Q2 | $66.3M | Buy |
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|
2024
Q1 | $54.9M | Buy |
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|
2023
Q4 | $47.1M | Buy |
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|
2023
Q3 | $27.8M | Buy |
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|
2023
Q2 | $9.54M | Buy |
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|
2023
Q1 | $7.29M | Buy |
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|
2022
Q4 | $4.17M | Buy |
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|
2022
Q3 | $3.67M | Sell |
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|
2022
Q2 | $3.96M | Buy |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $2.96M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $3.66M | Buy |
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|
2021
Q1 | $3.24M | Buy |
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|
2020
Q4 | $2.84M | Sell |
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|
2020
Q3 | $2.75M | Buy |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $2.45M | Sell |
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|
2019
Q4 | $3.35M | Buy |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $1.14M | Sell |
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|
2018
Q3 | $1.66M | Buy |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $5.96M | Buy |
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|
2017
Q3 | $281K | Buy |
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|
2017
Q2 | $237K | Sell |
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|
2017
Q1 | $234K | Buy |
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