Fiduciary Group’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 | $5.05M | Sell |
|
|||||
|
2025
Q1 | $4.73M | Sell |
|
|||||
|
2024
Q4 | $4.97M | Sell |
|
|||||
|
2024
Q3 | $5.1M | Sell |
|
|||||
|
2024
Q2 | $4.86M | Sell |
|
|||||
|
2024
Q1 | $4.68M | Sell |
|
|||||
|
2023
Q4 | $4.26M | Sell |
|
|||||
|
2023
Q3 | $3.9M | Sell |
|
|||||
|
2023
Q2 | $4.05M | Sell |
|
|||||
|
2023
Q1 | $3.74M | Sell |
|
|||||
|
2022
Q4 | $3.51M | Sell |
|
|||||
|
2022
Q3 | $3.65M | Sell |
|
|||||
|
2022
Q2 | $3.97M | Sell |
|
|||||
|
2022
Q1 | $3.8M | Buy |
|
|||||
|
2021
Q4 | $4.4M | Buy |
|
|||||
|
2021
Q3 | $4.18M | Buy |
|
|||||
|
2021
Q2 | $4.01M | Hold |
|
|||||
|
2021
Q1 | $3.81M | Sell |
|
|||||
|
2020
Q4 | $3.62M | Sell |
|
|||||
|
2020
Q3 | $3.15M | Buy |
|
|||||
|
2020
Q2 | $2.87M | Sell |
|
|||||
|
2020
Q1 | $2.6M | Buy |
|
|||||
|
2019
Q4 | $3.12M | Sell |
|
|||||
|
2019
Q3 | $2.93M | Sell |
|
|||||
|
2019
Q2 | $2.97M | Buy |
|
|||||
|
2019
Q1 | $2.83M | Buy |
|
|||||
|
2018
Q4 | $2.32M | Sell |
|
|||||
|
2018
Q3 | $2.71M | Sell |
|
|||||
|
2018
Q2 | $2.56M | Buy |
|
|||||
|
2018
Q1 | $2.48M | Sell |
|
|||||
|
2017
Q4 | $2.58M | Sell |
|
|||||
|
2017
Q3 | $2.46M | Buy |
|
|||||
|
2017
Q2 | $2.33M | Sell |
|
|||||
|
2017
Q1 | $2.27M | Sell |
|
|||||
|
2016
Q4 | $2.35M | Buy |
|
|||||
|
2016
Q3 | $2.15M | Buy |
|
|||||
|
2016
Q2 | $1.94M | Sell |
|
|||||
|
2016
Q1 | $1.97M | Sell |
|
|||||
|
2015
Q4 | $2.47M | Sell |
|
|||||
|
2015
Q3 | $2.67M | Buy |
|
|||||
|
2015
Q2 | $2.73M | Buy |
|