Focus Partners Advisor Solutions’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 | $18.6M | Buy |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $14.9M | Buy |
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|
2024
Q1 | $12.9M | Buy |
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|
2023
Q4 | $9.48M | Buy |
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|
2023
Q3 | $5.8M | Sell |
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|
2023
Q2 | $6.42M | Buy |
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|
2023
Q1 | $4.12M | Sell |
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|
2022
Q4 | $20.5M | Buy |
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|
2022
Q3 | $16.3M | Buy |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $11.4M | Buy |
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