Lattice Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $351K | Hold |
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|
2018
Q3 | $408K | Hold |
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|
2018
Q2 | $381K | Hold |
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|
2018
Q1 | $370K | Sell |
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|
2017
Q4 | $396K | Hold |
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|
2017
Q3 | $373K | Sell |
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|
2017
Q2 | $555K | Hold |
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|
2017
Q1 | $541K | Sell |
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|
2016
Q4 | $778K | Sell |
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|
2016
Q3 | $918K | Buy |
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|
2016
Q2 | $861K | Hold |
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|
2016
Q1 | $845K | Buy |
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|
2015
Q4 | $769K | Sell |
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|
2015
Q3 | $825K | Sell |
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|
2015
Q2 | $1.01M | Sell |
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|
2015
Q1 | $2.17M | Sell |
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|
2014
Q4 | $6.14M | Hold |
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|
2014
Q3 | $5.89M | Sell |
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|
2014
Q2 | $6.12M | Sell |
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|
2014
Q1 | $7.1M | Sell |
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|
2013
Q4 | $8.25M | Buy |
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|
2013
Q3 | $7.47M | Sell |
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|
2013
Q2 | $7.17M | Buy |
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