Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7M | Buy |
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|
2022
Q1 | $6.67M | Buy |
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|
2021
Q4 | $4.33M | Hold |
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|
2021
Q3 | $3.91M | Sell |
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|
2021
Q2 | $3.96M | Sell |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $3.23M | Hold |
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|
2020
Q3 | $2.89M | Hold |
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|
2020
Q2 | $2.67M | Sell |
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|
2020
Q1 | $2.36M | Buy |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $224K | Hold |
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|
2019
Q1 | $216K | Buy |
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