Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $243K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $225K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $211K | Hold |
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|
2016
Q4 | $200K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.21M | Sell |
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|
2015
Q4 | $1.92M | Buy |
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