EFG Asset Management (Americas)’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 | $6.22M | Buy |
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|
2025
Q1 | $5.04M | Sell |
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|
2024
Q4 | $5.38M | Buy |
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|
2024
Q3 | $5.15M | Sell |
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|
2024
Q2 | $5.16M | Buy |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $4.83M | Buy |
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|
2023
Q3 | $3.76M | Buy |
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|
2023
Q2 | $2.68M | Buy |
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|
2023
Q1 | $2.29M | Buy |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $706K | Sell |
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|
2020
Q1 | $701K | Sell |
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|
2019
Q4 | $941K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $91K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.53M | Buy |
|