Fairhaven Wealth Management’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 | $61M | Buy |
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|
2024
Q3 | $59.8M | Buy |
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|
2024
Q2 | $56.4M | Buy |
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|
2024
Q1 | $51.9M | Buy |
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|
2023
Q4 | $44.3M | Buy |
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|
2023
Q3 | $35M | Buy |
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|
2023
Q2 | $35.4M | Buy |
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|
2022
Q4 | $27.9M | Buy |
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|
2022
Q3 | $25.9M | Sell |
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|
2022
Q2 | $28.6M | Buy |
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|
2022
Q1 | $33.4M | Buy |
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|
2021
Q4 | $33.7M | Buy |
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|
2021
Q3 | $28.3M | Buy |
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|
2021
Q2 | $27.8M | Buy |
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|
2021
Q1 | $25.4M | Buy |
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|
2020
Q4 | $22.6M | Buy |
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|
2020
Q3 | $19.4M | Buy |
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|
2020
Q2 | $17.3M | Buy |
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|
2020
Q1 | $12.9M | Sell |
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|
2019
Q4 | $16.5M | Buy |
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|
2019
Q3 | $15M | Buy |
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|
2019
Q2 | $14.4M | Buy |
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|
2019
Q1 | $13.7M | Buy |
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|
2018
Q4 | $11.6M | Buy |
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