ERTS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $279K | Sell |
|
|||||
|
2022
Q2 | $400K | Sell |
|
|||||
|
2022
Q1 | $511K | Sell |
|
|||||
|
2021
Q4 | $545K | Buy |
|
|||||
|
2021
Q3 | $488K | Sell |
|
|||||
|
2021
Q2 | $518K | Sell |
|
|||||
|
2021
Q1 | $513K | Sell |
|
|||||
|
2020
Q4 | $506K | Sell |
|
|||||
|
2020
Q3 | $473K | Sell |
|
|||||
|
2020
Q2 | $463K | Sell |
|
|||||
|
2020
Q1 | $673K | Sell |
|
|||||
|
2019
Q4 | $32.4M | Buy |
|
|||||
|
2019
Q3 | $28.5M | Sell |
|
|||||
|
2019
Q2 | $31.8M | Sell |
|
|||||
|
2019
Q1 | $31.3M | Buy |
|
|||||
|
2018
Q4 | $24.5M | Buy |
|