Epic Trust Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $540K | Hold |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $521K | Buy |
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