Financial Engines Advisors’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 | $144M | Buy |
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|
2025
Q1 | $9.16M | Buy |
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|
2024
Q4 | $9.18M | Buy |
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|
2024
Q3 | $6.87M | Sell |
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|
2024
Q2 | $6.64M | Buy |
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|
2024
Q1 | $4.82M | Sell |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $5.46M | Buy |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $3.59M | Buy |
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|
2022
Q4 | $2.82M | Sell |
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|
2022
Q3 | $3.21M | Sell |
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|
2022
Q2 | $3.5M | Sell |
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|
2022
Q1 | $5.29M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $986K | Buy |
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|
2021
Q1 | $879K | Buy |
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|
2020
Q4 | $493K | Buy |
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|
2020
Q3 | $362K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26K | Buy |
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