Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $33M | Sell |
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|
2024
Q2 | $33.3M | Sell |
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|
2024
Q1 | $32.2M | Sell |
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|
2023
Q4 | $29.9M | Sell |
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|
2023
Q3 | $27.7M | Sell |
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|
2023
Q2 | $28.8M | Buy |
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|
2023
Q1 | $26M | Buy |
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|
2022
Q4 | $23.7M | Buy |
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|
2022
Q3 | $22M | Buy |
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|
2022
Q2 | $21.8M | Buy |
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|
2022
Q1 | $23.4M | Buy |
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|
2021
Q4 | $18.8M | Buy |
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|
2021
Q3 | $16.1M | Buy |
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|
2021
Q2 | $15M | Sell |
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|
2021
Q1 | $14M | Buy |
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|
2020
Q4 | $13M | Buy |
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|
2020
Q3 | $11.5M | Buy |
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|
2020
Q2 | $10.3M | Sell |
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|
2020
Q1 | $8.67M | Sell |
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|
2019
Q4 | $12.2M | Buy |
|