FLC Capital 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 | $5.85M | Sell |
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|
2025
Q1 | $5.5M | Sell |
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|
2024
Q4 | $5.89M | Sell |
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|
2024
Q3 | $6.07M | Sell |
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|
2024
Q2 | $5.82M | Sell |
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|
2024
Q1 | $5.62M | Sell |
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|
2023
Q4 | $5.34M | Sell |
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|
2023
Q3 | $4.83M | Sell |
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|
2023
Q2 | $5.1M | Sell |
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|
2023
Q1 | $4.8M | Sell |
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|
2022
Q4 | $4.68M | Sell |
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|
2022
Q3 | $5.24M | Buy |
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|
2022
Q2 | $5.02M | Buy |
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|
2022
Q1 | $5.64M | Buy |
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|
2021
Q4 | $5.68M | Sell |
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|
2021
Q3 | $13.7M | Sell |
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|
2021
Q2 | $13.7M | Sell |
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|
2021
Q1 | $13.4M | Sell |
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|
2020
Q4 | $14.9M | Sell |
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|
2020
Q3 | $13.7M | Buy |
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|
2020
Q2 | $12M | Buy |
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|
2020
Q1 | $1.87M | Buy |
|