Gofen & Glossberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10.1M | Sell |
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|
2022
Q3 | $9.6M | Sell |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $12.2M | Sell |
|
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $11.1M | Buy |
|
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|
2021
Q1 | $9.83M | Buy |
|
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|
2020
Q4 | $9.01M | Buy |
|
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|
2020
Q3 | $7.68M | Buy |
|
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|
2020
Q2 | $7.04M | Sell |
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|
2020
Q1 | $6.2M | Buy |
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|
2019
Q4 | $6.86M | Buy |
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|
2019
Q3 | $6.05M | Sell |
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|
2019
Q2 | $6.06M | Buy |
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|
2019
Q1 | $5.78M | Sell |
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|
2018
Q4 | $5.12M | Buy |
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|
2018
Q3 | $5.89M | Sell |
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|
2018
Q2 | $5.79M | Buy |
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|
2018
Q1 | $5.45M | Buy |
|
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|
2017
Q4 | $5.27M | Buy |
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|
2017
Q3 | $4.71M | Buy |
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|
2017
Q2 | $4.4M | Buy |
|
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|
2017
Q1 | $4.2M | Buy |
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|
2016
Q4 | $3.94M | Buy |
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|
2016
Q3 | $3.77M | Sell |
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|
2016
Q2 | $3.72M | Buy |
|
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|
2016
Q1 | $3.64M | Buy |
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|
2015
Q4 | $3.52M | Sell |
|
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|
2015
Q3 | $3.46M | Buy |
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|
2015
Q2 | $3.7M | Hold |
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|
2015
Q1 | $3.71M | Buy |
|
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|
2014
Q4 | $3.49M | Sell |
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|
2014
Q3 | $3.34M | Sell |
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|
2014
Q2 | $3.32M | Hold |
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|
2014
Q1 | $3.16M | Sell |
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|
2013
Q4 | $3.24M | Buy |
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|
2013
Q3 | $2.42M | Buy |
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|
2013
Q2 | $2.29M | Buy |
|