EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
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|
2025
Q1 | $49.2M | Buy |
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|
2024
Q4 | $50.7M | Sell |
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|
2024
Q3 | $60.1M | Buy |
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|
2024
Q2 | $43.8M | Buy |
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|
2024
Q1 | $41.7M | Sell |
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|
2023
Q4 | $38.5M | Buy |
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|
2023
Q3 | $34.4M | Buy |
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|
2023
Q2 | $40.1M | Sell |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $26.2M | Sell |
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|
2022
Q3 | $25.5M | Buy |
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|
2022
Q2 | $25.9M | Buy |
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|
2022
Q1 | $30.8M | Buy |
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|
2021
Q4 | $31.9M | Buy |
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|
2021
Q3 | $28.2M | Sell |
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|
2021
Q2 | $28.7M | Buy |
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|
2021
Q1 | $26.5M | Buy |
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|
2020
Q4 | $14.1M | Sell |
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|
2020
Q3 | $14.3M | Buy |
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|
2020
Q2 | $8.38M | Buy |
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|
2020
Q1 | $6.94M | Sell |
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|
2019
Q4 | $9.4M | Buy |
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|
2019
Q3 | $8.13M | Sell |
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|
2019
Q2 | $8.08M | Buy |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.76M | Sell |
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|
2018
Q3 | $2.06M | Buy |
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|
2018
Q2 | $1.6M | Buy |
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|
2018
Q1 | $1.53M | Sell |
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|
2017
Q4 | $1.83M | Buy |
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|
2017
Q3 | $1.67M | Sell |
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|
2017
Q2 | $1.65M | Sell |
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|
2017
Q1 | $1.65M | Sell |
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|
2016
Q4 | $1.82M | Buy |
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|
2016
Q3 | $1.48M | Sell |
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|
2016
Q2 | $1.49M | Sell |
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|
2016
Q1 | $1.49M | Buy |
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