Global Financial Private Client’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 | $3.25M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $3.13M | Sell |
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|
2024
Q3 | $3.14M | Buy |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $2.83M | Sell |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $2.42M | Sell |
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|
2022
Q4 | $3.22M | Sell |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $2.67M | Sell |
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|
2022
Q1 | $4.67M | Buy |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $593K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $50.7K | Sell |
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|
2020
Q2 | $48.3K | Sell |
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|
2020
Q1 | $74.3K | Hold |
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|
2019
Q4 | $97.3K | Buy |
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