Janney Montgomery Scott’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 | $786M | Sell |
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|
2025
Q1 | $873M | Sell |
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|
2024
Q4 | $1.01B | Buy |
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|
2024
Q3 | $972M | Sell |
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|
2024
Q2 | $980M | Sell |
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|
2024
Q1 | $1.01B | Sell |
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|
2023
Q4 | $1.13B | Buy |
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|
2023
Q3 | $930M | Buy |
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|
2023
Q2 | $866M | Buy |
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|
2023
Q1 | $796M | Buy |
|
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|
2022
Q4 | $730M | Buy |
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|
2022
Q3 | $673M | Buy |
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|
2022
Q2 | $677M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $694M | Buy |
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|
2021
Q3 | $580M | Buy |
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|
2021
Q2 | $569M | Buy |
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|
2021
Q1 | $513M | Sell |
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|
2020
Q4 | $532M | Buy |
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|
2020
Q3 | $351M | Buy |
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|
2020
Q2 | $310M | Sell |
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|
2020
Q1 | $306M | Buy |
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|
2019
Q4 | $353M | Buy |
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|
2019
Q3 | $293M | Buy |
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|
2019
Q2 | $283M | Buy |
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|
2019
Q1 | $238M | Sell |
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|
2018
Q4 | $216M | Buy |
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|
2018
Q3 | $236M | Buy |
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|
2018
Q2 | $158M | Buy |
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|
2018
Q1 | $142M | Buy |
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|
2017
Q4 | $139M | Buy |
|
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|
2017
Q3 | $122M | Buy |
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|
2017
Q2 | $104M | Buy |
|
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|
2017
Q1 | $92.2M | Buy |
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|
2016
Q4 | $36.6M | Buy |
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|
2016
Q3 | $14.2M | Sell |
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|
2016
Q2 | $27.4M | Buy |
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|
2016
Q1 | $12.6M | Sell |
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|
2015
Q4 | $13.5M | Buy |
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|
2015
Q3 | $5.63M | Sell |
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|
2015
Q2 | $7.15M | Sell |
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|
2015
Q1 | $7.77M | Buy |
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|
2014
Q4 | $6.13M | Buy |
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|
2014
Q3 | $5.32M | Buy |
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|
2014
Q2 | $3.75M | Buy |
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|
2014
Q1 | $3.22M | Buy |
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|
2013
Q4 | $3.01M | Buy |
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|
2013
Q3 | $2.49M | Buy |
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