FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $75.5M | Buy |
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|
2020
Q3 | $29.7M | Buy |
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|
2020
Q2 | $24M | Sell |
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|
2020
Q1 | $20.9M | Sell |
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|
2019
Q4 | $82.5M | Sell |
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|
2019
Q3 | $198M | Buy |
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|
2019
Q2 | $163M | Buy |
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|
2019
Q1 | $157M | Sell |
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|
2018
Q4 | $180M | Buy |
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|
2018
Q3 | $180M | Buy |
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|
2018
Q2 | $159M | Buy |
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|
2018
Q1 | $147M | Buy |
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|
2017
Q4 | $136M | Buy |
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|
2017
Q3 | $120M | Buy |
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|
2017
Q2 | $93.8M | Buy |
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|
2017
Q1 | $80M | Buy |
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|
2016
Q4 | $62.8M | Buy |
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|
2016
Q3 | $49M | Buy |
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|
2016
Q2 | $39.7M | Buy |
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|
2016
Q1 | $33.7M | Sell |
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|
2015
Q4 | $58.1M | Buy |
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|
2015
Q3 | $35.8M | Sell |
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|
2015
Q2 | $70.6M | Buy |
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|
2015
Q1 | $26.7M | Sell |
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|
2014
Q4 | $30.7M | Buy |
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