Focus Financial Network’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
Q3 | $70.8M | Sell |
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|
2025
Q2 | $66.8M | Sell |
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|
2025
Q1 | $107M | Buy |
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|
2024
Q4 | $111M | Sell |
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|
2024
Q3 | $113M | Buy |
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|
2024
Q2 | $109M | Buy |
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|
2024
Q1 | $93M | Sell |
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|
2023
Q4 | $108M | Buy |
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|
2023
Q3 | $64M | Buy |
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|
2023
Q2 | $54.8M | Buy |
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|
2023
Q1 | $48.3M | Buy |
|
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|
2022
Q4 | $28.1M | Buy |
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|
2022
Q3 | $24.9M | Buy |
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|
2022
Q2 | $25.8M | Buy |
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|
2022
Q1 | $30.4M | Buy |
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|
2021
Q4 | $13.9M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $9.58M | Sell |
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|
2021
Q1 | $8.94M | Sell |
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|
2020
Q4 | $21.8M | Buy |
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|
2020
Q3 | $18M | Buy |
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|
2020
Q2 | $15.8M | Buy |
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|
2020
Q1 | $12M | Buy |
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|
2019
Q4 | $12.7M | Buy |
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|
2019
Q3 | $9.71M | Buy |
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|
2019
Q2 | $8.28M | Buy |
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|
2019
Q1 | $6.42M | Buy |
|