Key Financial Inc’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
Q3 | $2.85M | Buy |
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|
2025
Q2 | $2.41M | Hold |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.65M | Hold |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.35M | Hold |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.74M | Sell |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.71M | Hold |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $683K | Hold |
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|
2020
Q1 | $586K | Sell |
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|
2019
Q4 | $923K | Buy |
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