GHP Investment 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
Q3 | $3M | Buy |
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|
2025
Q2 | $2.78M | Sell |
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|
2025
Q1 | $2.6M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.36M | Sell |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $2.12M | Sell |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $833K | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $954K | Buy |
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|
2019
Q2 | $849K | Sell |
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|
2019
Q1 | $828K | Buy |
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|
2018
Q4 | $730K | Sell |
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|
2018
Q3 | $855K | Sell |
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|
2018
Q2 | $940K | Buy |
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|
2018
Q1 | $815K | Buy |
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|
2017
Q4 | $797K | Buy |
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|
2017
Q3 | $748K | Buy |
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|
2017
Q2 | $718K | Buy |
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|
2017
Q1 | $698K | Buy |
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|
2016
Q4 | $661K | Buy |
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|
2016
Q3 | $637K | Buy |
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|
2016
Q2 | $615K | Sell |
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|
2016
Q1 | $659K | Buy |
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|
2015
Q4 | $651K | Buy |
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|
2015
Q3 | $609K | Sell |
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|
2015
Q2 | $724K | Sell |
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|
2015
Q1 | $747K | Sell |
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|
2014
Q4 | $803K | Buy |
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|
2014
Q3 | $767K | Buy |
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|
2014
Q2 | $742K | Sell |
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|
2014
Q1 | $728K | Buy |
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|
2013
Q4 | $716K | Buy |
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|
2013
Q3 | $651K | Buy |
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|
2013
Q2 | $619K | Buy |
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