Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $189M | Sell |
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|
2021
Q4 | $207M | Buy |
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|
2021
Q3 | $167M | Buy |
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|
2021
Q2 | $84.5M | Buy |
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|
2021
Q1 | $59.3M | Buy |
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|
2020
Q4 | $50.1M | Sell |
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|
2020
Q3 | $47M | Sell |
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|
2020
Q2 | $45.9M | Sell |
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|
2020
Q1 | $42.9M | Buy |
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|
2019
Q4 | $40.4M | Buy |
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|
2019
Q3 | $36.5M | Buy |
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|
2019
Q2 | $17.5M | Buy |
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|
2019
Q1 | $16.1M | Buy |
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|
2018
Q4 | $13.8M | Buy |
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|
2018
Q3 | $13.1M | Sell |
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|
2018
Q2 | $19.6M | Buy |
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|
2018
Q1 | $18.1M | Buy |
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|
2017
Q4 | $14.8M | Buy |
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|
2017
Q3 | $5.28M | Buy |
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|
2017
Q2 | $4.99M | Buy |
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|
2017
Q1 | $4.86M | Buy |
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|
2016
Q4 | $4.6M | Buy |
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|
2016
Q3 | $4.42M | Buy |
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|
2016
Q2 | $4.21M | Buy |
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|
2016
Q1 | $4.09M | Sell |
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|
2015
Q4 | $4.09M | Buy |
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|
2015
Q3 | $3.59M | Buy |
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|
2015
Q2 | $3.59M | Buy |
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|
2015
Q1 | $3.58M | Buy |
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|
2014
Q4 | $2.68M | Hold |
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|
2014
Q3 | $2.57M | Buy |
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|
2014
Q2 | $2.55M | Sell |
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|
2014
Q1 | $2.46M | Hold |
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|
2013
Q4 | $2.43M | Sell |
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|
2013
Q3 | $2.23M | Sell |
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|
2013
Q2 | $2.14M | Buy |
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