IPG Investment Advisors’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 | $379K | Sell |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $894K | Hold |
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|
2020
Q4 | $843K | Hold |
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|
2020
Q3 | $755K | Hold |
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|
2020
Q2 | $696K | Buy |
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|
2020
Q1 | $575K | Buy |
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|
2019
Q4 | $588K | Buy |
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|
2019
Q3 | $490K | Hold |
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|
2019
Q2 | $484K | Hold |
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|
2019
Q1 | $468K | Hold |
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|
2018
Q4 | $413K | Buy |
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