EPIQ Capital Group’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
Q4 | $205K | Buy |
|
|||||
|
2024
Q3 | $200K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $1.03M | Hold |
|
|||||
|
2021
Q2 | $1.03M | Hold |
|
|||||
|
2021
Q1 | $952K | Hold |
|
|||||
|
2020
Q4 | $898K | Hold |
|
|||||
|
2020
Q3 | $804K | Hold |
|
|||||
|
2020
Q2 | $741K | Hold |
|
|||||
|
2020
Q1 | $618K | Sell |
|
|||||
|
2019
Q4 | $1.14M | Buy |
|