KMG Fiduciary Partners’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 | $69.2M | Buy |
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|
2025
Q2 | $61.1M | Buy |
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|
2025
Q1 | $55.2M | Sell |
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|
2024
Q4 | $61.4M | Sell |
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|
2024
Q3 | $61.5M | Sell |
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|
2024
Q2 | $64.8M | Sell |
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|
2024
Q1 | $63.2M | Buy |
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|
2023
Q4 | $56.8M | Sell |
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|
2023
Q3 | $51.1M | Buy |
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|
2023
Q2 | $53M | Buy |
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|
2023
Q1 | $48M | Buy |
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|
2022
Q4 | $38.8M | Buy |
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|
2022
Q3 | $33.3M | Sell |
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|
2022
Q2 | $41M | Sell |
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|
2022
Q1 | $50.3M | Sell |
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|
2021
Q4 | $57.9M | Sell |
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|
2021
Q3 | $55.6M | Sell |
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|
2021
Q2 | $59M | Buy |
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|
2021
Q1 | $54.3M | Buy |
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|
2020
Q4 | $50.5M | Buy |
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|
2020
Q3 | $44.3M | Buy |
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|
2020
Q2 | $39.3M | Buy |
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|
2020
Q1 | $25.1M | Sell |
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|
2019
Q4 | $33M | Buy |
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|
2019
Q3 | $30.4M | Buy |
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|
2019
Q2 | $29.3M | Buy |
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|
2019
Q1 | $27.5M | Buy |
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|
2018
Q4 | $23.3M | Buy |
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