Ken Stern & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $376K | Buy |
|
|||||
|
2018
Q2 | $338K | Buy |
|
|||||
|
2018
Q1 | $277K | Sell |
|
|||||
|
2017
Q4 | $340K | Buy |
|
|||||
|
2017
Q3 | $290K | Sell |
|
|||||
|
2017
Q2 | $10.1M | Buy |
|
|||||
|
2017
Q1 | $9.96M | Buy |
|
|||||
|
2016
Q4 | $9.01M | Sell |
|
|||||
|
2016
Q3 | $8.82M | Buy |
|
|||||
|
2016
Q2 | $8.42M | Sell |
|
|||||
|
2016
Q1 | $8.53M | Sell |
|
|||||
|
2015
Q4 | $8.6M | Buy |
|
|||||
|
2015
Q3 | $7.33M | Buy |
|