Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $126M | Buy |
|
|||||
|
2021
Q1 | $113M | Buy |
|
|||||
|
2020
Q4 | $105M | Buy |
|
|||||
|
2020
Q3 | $76.2M | Sell |
|
|||||
|
2020
Q2 | $78.8M | Buy |
|
|||||
|
2020
Q1 | $60.1M | Buy |
|
|||||
|
2019
Q4 | $72.2M | Buy |
|
|||||
|
2019
Q3 | $60.6M | Buy |
|
|||||
|
2019
Q2 | $57M | Buy |
|
|||||
|
2019
Q1 | $52.4M | Buy |
|
|||||
|
2018
Q4 | $29.5M | Sell |
|
|||||
|
2018
Q3 | $34.9M | Buy |
|
|||||
|
2018
Q2 | $2.21M | Sell |
|
|||||
|
2018
Q1 | $2.71M | Sell |
|
|||||
|
2017
Q4 | $19.7M | Buy |
|