Integrated Wealth Concepts’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 | $195M | Sell |
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|
2025
Q1 | $195M | Sell |
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|
2024
Q4 | $214M | Buy |
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|
2024
Q3 | $209M | Sell |
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|
2024
Q2 | $204M | Buy |
|
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|
2024
Q1 | $192M | Buy |
|
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|
2023
Q4 | $173M | Buy |
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|
2023
Q3 | $150M | Buy |
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|
2023
Q2 | $153M | Buy |
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|
2023
Q1 | $120M | Buy |
|
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|
2022
Q4 | $102M | Buy |
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|
2022
Q3 | $85.2M | Buy |
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|
2022
Q2 | $83.9M | Buy |
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|
2022
Q1 | $95.8M | Buy |
|
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|
2021
Q4 | $70.4M | Sell |
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|
2021
Q3 | $69.9M | Sell |
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|
2021
Q2 | $70M | Buy |
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|
2021
Q1 | $62.2M | Sell |
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|
2020
Q4 | $81.7M | Buy |
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|
2020
Q3 | $36.2M | Buy |
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|
2020
Q2 | $22.4M | Buy |
|
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|
2020
Q1 | $12.9M | Sell |
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|
2019
Q4 | $29.1M | Buy |
|
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|
2019
Q3 | $7.98M | Buy |
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|
2019
Q2 | $6.82M | Buy |
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|
2019
Q1 | $7.19M | Buy |
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|
2018
Q4 | $4.21M | Buy |
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|
2018
Q3 | $4.37M | Sell |
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|
2018
Q2 | $4.68M | Buy |
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|
2018
Q1 | $3.57M | Buy |
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|
2017
Q4 | $3.21M | Buy |
|