Girard Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Girard Partners’s Portfolio IVV Stock Details IVV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$2.57M	Sell
2024 Q1	$2.69M	Buy
2023 Q4	$1.87M	Hold
2023 Q3	$1.68M	Sell
2023 Q2	$2.34M	Sell
2023 Q1	$2.6M	Buy
2022 Q4	$1.53M	Sell
2022 Q3	$1.67M	Buy
2022 Q2	$1.76M	Sell
2022 Q1	$2.16M	Buy
2021 Q4	$2.27M	Sell
2021 Q3	$2.05M	Sell
2021 Q2	$2.07M	Sell
2021 Q1	$1.92M	Sell
2020 Q4	$1.83M	Buy
2020 Q3	$1.5M	Sell
2020 Q2	$1.42M	Sell
2020 Q1	$1.35M	Sell
2019 Q4	$2.19M	Buy
2019 Q3	$927K	Sell
2019 Q2	$934K	Sell
2019 Q1	$925K	Sell
2018 Q4	$834K	Sell
2018 Q3	$1.29M	Sell
2018 Q2	$1.31M	Sell
2018 Q1	$1.56M	Sell
2017 Q4	$1.7M	Buy
2017 Q3	$1.44M	Buy
2017 Q2	$1.36M	Buy
2017 Q1	$1.3M	Buy
2016 Q4	$1.05M	Buy
2016 Q3	$919K	Buy
2016 Q2	$857K	Sell
2016 Q1	$845K	Buy
2015 Q4	$593K	Buy
2015 Q3	$531K	Buy
2015 Q2	$481K	Sell
2015 Q1	$548K	Hold
2014 Q4	$546K	Hold
2014 Q3	$523K	Sell
2014 Q2	$560K	Sell
2014 Q1	$539K	Sell
2013 Q4	$908K	Buy