Institutional & Family Asset Management’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
Q2 | $11.2M | Sell |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $9.87M | Sell |
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|
2023
Q3 | $8.89M | Sell |
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|
2023
Q2 | $9.35M | Sell |
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|
2023
Q1 | $9.11M | Sell |
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|
2022
Q4 | $12M | Buy |
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|
2022
Q3 | $10.8M | Sell |
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|
2022
Q2 | $12.9M | Buy |
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|
2022
Q1 | $15.1M | Sell |
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|
2021
Q4 | $16M | Sell |
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|
2021
Q3 | $15.8M | Sell |
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|
2021
Q2 | $16.2M | Sell |
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|
2021
Q1 | $15.7M | Sell |
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|
2020
Q4 | $15.3M | Buy |
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|
2020
Q3 | $13M | Sell |
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|
2020
Q2 | $12.1M | Buy |
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|
2020
Q1 | $9.88M | Buy |
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|
2019
Q4 | $12.2M | Buy |
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|
2019
Q3 | $11.3M | Sell |
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|
2019
Q2 | $12.4M | Sell |
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|
2019
Q1 | $12.4M | Sell |
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|
2018
Q4 | $11.1M | Sell |
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|
2018
Q3 | $13.5M | Buy |
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|
2018
Q2 | $11.7M | Buy |
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|
2018
Q1 | $9.13M | Buy |
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|
2017
Q4 | $601K | Buy |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | $396K | Buy |
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|
2017
Q1 | $303K | Sell |
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|
2016
Q4 | $354K | Buy |
|