Investors Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,685
| Closed | -$1.28M | – | 92 |
|
|
2021
Q4 | $1.28M | Buy |
2,685
+82
| +3% | +$39.1K | 0.6% | 44 |
|
|
2021
Q3 | $1.12M | Buy |
2,603
+32
| +1% | +$13.8K | 0.59% | 42 |
|
|
2021
Q2 | $1.11M | Buy |
2,571
+54
| +2% | +$23.2K | 0.59% | 42 |
|
|
2021
Q1 | $1M | Buy |
2,517
+242
| +11% | +$96.2K | 0.59% | 47 |
|
|
2020
Q4 | $854K | Buy |
2,275
+191
| +9% | +$71.7K | 0.56% | 50 |
|
|
2020
Q3 | $700K | Buy |
2,084
+285
| +16% | +$95.7K | 0.52% | 53 |
|
|
2020
Q2 | $557K | Buy |
1,799
+4
| +0.2% | +$1.24K | 0.46% | 68 |
|
|
2020
Q1 | $464K | Sell |
1,795
-268
| -13% | -$69.3K | 0.47% | 67 |
|
|
2019
Q4 | $667K | Buy |
+2,063
| New | +$667K | 0.54% | 53 |
|