InterOcean Capital Group’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
Q1 | $13.8M | Sell |
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|
2023
Q4 | $12.9M | Sell |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $12.3M | Buy |
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|
2023
Q1 | $10.9M | Sell |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $8.27M | Buy |
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|
2022
Q2 | $8.28M | Buy |
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|
2022
Q1 | $7.93M | Buy |
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|
2021
Q4 | $8.27M | Buy |
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|
2021
Q3 | $7.33M | Sell |
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|
2021
Q2 | $7.56M | Buy |
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|
2021
Q1 | $6.99M | Sell |
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|
2020
Q4 | $6.71M | Buy |
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