Intellectus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
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|
2025
Q1 | $260K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $928K | Sell |
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|
2020
Q1 | $830K | Hold |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $976K | Buy |
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|
2019
Q2 | $934K | Hold |
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|
2019
Q1 | $901K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $881K | Buy |
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|
2018
Q2 | $790K | Buy |
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|
2018
Q1 | $715K | Sell |
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|
2017
Q4 | $790K | Sell |
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|
2017
Q3 | $824K | Sell |
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|
2017
Q2 | $1.1M | Buy |
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