Emerald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
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|
2025
Q1 | $6.41M | Buy |
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|
2024
Q4 | $6.57M | Buy |
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|
2024
Q3 | $6.47M | Buy |
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|
2024
Q2 | $5.95M | Sell |
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|
2024
Q1 | $6.05M | Sell |
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|
2023
Q4 | $5.57M | Buy |
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|
2023
Q3 | $4.95M | Sell |
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|
2023
Q2 | $5.16M | Buy |
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|
2023
Q1 | $4.53M | Buy |
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|
2022
Q4 | $3.79M | Buy |
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|
2022
Q3 | $3.16M | Sell |
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|
2022
Q2 | $3.39M | Buy |
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|
2022
Q1 | $3.88M | Buy |
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|
2021
Q4 | $3.96M | Sell |
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|
2021
Q3 | $3.85M | Buy |
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|
2021
Q2 | $3.68M | Buy |
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|
2021
Q1 | $2.81M | Buy |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $1.92M | Buy |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $693K | Buy |
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