Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $124M | Buy |
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2023
Q2 | $100M | Buy |
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|
2023
Q1 | $81.6M | Buy |
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|
2022
Q2 | $77.4M | Buy |
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|
2022
Q1 | $89M | Buy |
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|
2021
Q4 | $57.6M | Buy |
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|
2021
Q3 | $46.1M | Sell |
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|
2021
Q2 | $46.3M | Buy |
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|
2021
Q1 | $37.9M | Sell |
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|
2020
Q4 | $41.3M | Buy |
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|
2020
Q3 | $33.3M | Sell |
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|
2020
Q2 | $31.1M | Sell |
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|
2020
Q1 | $31.4M | Buy |
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|
2019
Q4 | $37.5M | Buy |
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|
2019
Q3 | $33.4M | Buy |
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|
2019
Q2 | $30.7M | Buy |
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|
2019
Q1 | $21.6M | Buy |
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|
2018
Q4 | $15.8M | Buy |
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|
2018
Q3 | $15.4M | Buy |
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|
2018
Q2 | $13.2M | Buy |
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|
2018
Q1 | $9.08M | Buy |
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|
2017
Q4 | $3.94M | Buy |
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