Geneva 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5.81M | Buy |
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2017
Q1 | $5.32M | Buy |
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|
2016
Q4 | $4.42M | Buy |
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|
2016
Q3 | $3.08M | Buy |
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|
2016
Q2 | $2.74M | Buy |
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|
2016
Q1 | $2.57M | Buy |
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|
2015
Q4 | $2.44M | Buy |
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|
2015
Q3 | $2.01M | Buy |
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|
2015
Q2 | $2.13M | Sell |
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|
2015
Q1 | $2.21M | Buy |
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|
2014
Q4 | $2.1M | Buy |
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|
2014
Q3 | $1.59M | Buy |
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|
2014
Q2 | $1.5M | Buy |
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|
2014
Q1 | $1.4M | Sell |
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|
2013
Q4 | $1.39M | Buy |
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|
2013
Q3 | $945K | Buy |
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|
2013
Q2 | $895K | Buy |
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