Essex Financial Services’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 | $23.4M | Sell |
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|
2025
Q1 | $22.2M | Buy |
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|
2024
Q4 | $22.8M | Sell |
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|
2024
Q3 | $23.8M | Buy |
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|
2024
Q2 | $21.3M | Buy |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $8.89M | Buy |
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|
2023
Q3 | $6.34M | Buy |
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|
2023
Q2 | $5.99M | Sell |
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|
2023
Q1 | $5.97M | Sell |
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|
2022
Q4 | $6.12M | Sell |
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|
2022
Q3 | $6.31M | Sell |
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|
2022
Q2 | $7.46M | Buy |
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|
2022
Q1 | $7.96M | Buy |
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|
2021
Q4 | $8.13M | Sell |
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|
2021
Q3 | $7.35M | Buy |
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|
2021
Q2 | $5.77M | Hold |
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|
2021
Q1 | $5.77M | Buy |
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|
2020
Q4 | $4.19M | Sell |
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|
2020
Q3 | $4.06M | Buy |
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|
2020
Q2 | $3.35M | Sell |
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|
2020
Q1 | $4.5M | Buy |
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|
2019
Q4 | $3.26M | Buy |
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|
2019
Q3 | $2.49M | Buy |
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|
2019
Q2 | $1.8M | Buy |
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|
2019
Q1 | $1.62M | Sell |
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|
2018
Q4 | $1.52M | Sell |
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|
2018
Q3 | $3.52M | Buy |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $3.58M | Buy |
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|
2017
Q4 | $1.83M | Buy |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $694K | Sell |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $988K | Buy |
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|
2016
Q2 | $950K | Buy |
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|
2016
Q1 | $486K | Buy |
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|
2015
Q4 | $427K | Buy |
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|
2015
Q3 | $275K | Buy |
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|
2015
Q2 | $211K | Buy |
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