Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $386K | Sell |
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|
2021
Q2 | $396K | Buy |
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|
2021
Q1 | $360K | Buy |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $113K | Sell |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q3 | $180K | Hold |
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|
2019
Q2 | $177K | Sell |
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|
2019
Q1 | $172K | Buy |
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|
2018
Q4 | $100K | Sell |
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|
2018
Q3 | $178K | Buy |
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|
2018
Q2 | $140K | Sell |
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|
2018
Q1 | $230K | Sell |
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|
2017
Q4 | $245K | Buy |
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|
2017
Q3 | $209K | Sell |
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|
2017
Q2 | $213K | Sell |
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|
2017
Q1 | $233K | Buy |
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|
2016
Q4 | $209K | Buy |
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|
2016
Q3 | $180K | Sell |
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|
2016
Q2 | $201K | Buy |
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|
2016
Q1 | $193K | Sell |
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|
2015
Q4 | $291K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $338K | Buy |
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|
2015
Q1 | $184K | Buy |
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|
2014
Q4 | $101K | Hold |
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|
2014
Q3 | $96K | Hold |
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|
2014
Q2 | $96K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $252K | Buy |
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