Heritage Wealth 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
Q2 | $408M | Sell |
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|
2025
Q1 | $374M | Buy |
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|
2024
Q4 | $354M | Sell |
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|
2024
Q3 | $367M | Sell |
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|
2024
Q2 | $353M | Sell |
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|
2024
Q1 | $346M | Sell |
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|
2023
Q4 | $323M | Sell |
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|
2023
Q3 | $295M | Sell |
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|
2023
Q2 | $315M | Sell |
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|
2023
Q1 | $299M | Sell |
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|
2022
Q4 | $298M | Sell |
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|
2022
Q3 | $281M | Sell |
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|
2022
Q2 | $303M | Sell |
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|
2022
Q1 | $614M | Sell |
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|
2021
Q4 | $688M | Sell |
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|
2021
Q3 | $623M | Sell |
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|
2021
Q2 | $623M | Sell |
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|
2021
Q1 | $762M | Sell |
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|
2020
Q4 | $738M | Buy |
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|
2020
Q3 | $232M | Sell |
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|
2020
Q2 | $216M | Buy |
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|
2020
Q1 | $163M | Buy |
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|
2019
Q4 | $202M | Sell |
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|
2019
Q3 | $187M | Buy |
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|
2019
Q2 | $184M | Sell |
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|
2019
Q1 | $179M | Sell |
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|
2018
Q4 | $158M | Sell |
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|
2018
Q3 | $194M | Buy |
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|
2018
Q2 | $60.5M | Buy |
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|
2018
Q1 | $55M | Buy |
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|
2017
Q4 | $52.8M | Sell |
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|
2017
Q3 | $50.6M | Sell |
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|
2017
Q2 | $49.4M | Sell |
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|
2017
Q1 | $48.5M | Buy |
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|
2016
Q4 | $43.5M | Buy |
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|
2016
Q3 | $41.4M | Sell |
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|
2016
Q2 | $42.1M | Buy |
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|
2016
Q1 | $35.1M | Buy |
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|
2015
Q4 | $33M | Buy |
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|
2015
Q3 | $30M | Buy |
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|
2015
Q2 | $31.1M | Buy |
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|
2015
Q1 | $29.1M | Buy |
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|
2014
Q4 | $24.5M | Buy |
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|
2014
Q3 | $20.6M | Buy |
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|
2014
Q2 | $18.8M | Buy |
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|
2014
Q1 | $17.3M | Buy |
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|
2013
Q4 | $14.9M | Buy |
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