Intersect Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $13.6M | Buy |
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|
2021
Q4 | $14.1M | Sell |
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|
2021
Q3 | $13.7M | Buy |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $9.1M | Buy |
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|
2020
Q3 | $7.36M | Buy |
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|
2020
Q2 | $6.74M | Buy |
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|
2020
Q1 | $5.51M | Sell |
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|
2019
Q4 | $7.1M | Sell |
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|
2019
Q3 | $6.64M | Sell |
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|
2019
Q2 | $6.6M | Buy |
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|
2019
Q1 | $6.22M | Sell |
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|
2018
Q4 | $5.5M | Buy |
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|
2018
Q3 | $6.18M | Buy |
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|
2018
Q2 | $5.71M | Buy |
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|
2018
Q1 | $5.44M | Sell |
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|
2017
Q4 | $5.75M | Buy |
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|
2017
Q3 | $5.38M | Buy |
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|
2017
Q2 | $5.17M | Buy |
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|
2017
Q1 | $4.03M | Sell |
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|
2016
Q4 | $5.38M | Buy |
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|
2016
Q3 | $5.1M | Sell |
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|
2016
Q2 | $5.72M | Buy |
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|
2016
Q1 | $5.59M | Buy |
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|
2015
Q4 | $4.78M | Buy |
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|
2015
Q3 | $4.5M | Sell |
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|
2015
Q2 | $5.3M | Buy |
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|
2015
Q1 | $5.35M | Buy |
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|
2014
Q4 | $4.68M | Buy |
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