Farr Miller & Washington’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
Q3 | $2.53M | Buy |
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|
2021
Q2 | $2.51M | Buy |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $279K | Sell |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $415K | Sell |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $438K | Sell |
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|
2018
Q4 | $4.76M | Buy |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $360K | Buy |
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|
2018
Q1 | $333K | Buy |
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|
2017
Q4 | $325K | Buy |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $300K | Hold |
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|
2017
Q1 | $293K | Sell |
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|
2016
Q4 | $545K | Buy |
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|
2016
Q3 | $270K | Buy |
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|
2016
Q2 | $243K | Buy |
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|
2016
Q1 | $234K | Sell |
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|
2015
Q4 | $1.67M | Buy |
|