Ferris Capital’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
Q1 | $12.3M | Sell |
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|
2021
Q4 | $13.3M | Sell |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $9.85M | Buy |
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|
2020
Q4 | $8.05M | Buy |
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|
2020
Q3 | $6.63M | Buy |
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|
2020
Q2 | $6M | Buy |
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|
2020
Q1 | $3.91M | Sell |
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|
2019
Q4 | $5.01M | Sell |
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|
2019
Q3 | $5.88M | Buy |
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|
2019
Q2 | $5.17M | Buy |
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|
2019
Q1 | $4.63M | Buy |
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|
2018
Q4 | $2.94M | Buy |
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|
2018
Q3 | $471K | Buy |
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|
2018
Q2 | $216K | Hold |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $192K | Buy |
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