Moneta Group Investment Advisors’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
Q2 | $328M | Buy |
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|
2025
Q1 | $279M | Buy |
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|
2024
Q4 | $280M | Buy |
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|
2024
Q3 | $269M | Buy |
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|
2024
Q2 | $238M | Sell |
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|
2024
Q1 | $231M | Buy |
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|
2023
Q4 | $176M | Buy |
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|
2023
Q3 | $147M | Buy |
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|
2023
Q2 | $136M | Buy |
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|
2023
Q1 | $100M | Buy |
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|
2022
Q4 | $69.1M | Buy |
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|
2022
Q3 | $59.8M | Sell |
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|
2022
Q2 | $64.5M | Buy |
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|
2022
Q1 | $60.9M | Sell |
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|
2021
Q4 | $71.1M | Buy |
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|
2021
Q3 | $57.8M | Buy |
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|
2021
Q2 | $52M | Buy |
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|
2021
Q1 | $45.7M | Buy |
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|
2020
Q4 | $34.4M | Sell |
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|
2020
Q3 | $31.7M | Buy |
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|
2020
Q2 | $26.5M | Sell |
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|
2020
Q1 | $25.6M | Buy |
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|
2019
Q4 | $28.4M | Buy |
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|
2019
Q3 | $26.2M | Buy |
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|
2019
Q2 | $22.1M | Sell |
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|
2019
Q1 | $21.9M | Buy |
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|
2018
Q4 | $18.6M | Buy |
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|
2018
Q3 | $21.5M | Buy |
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|
2018
Q2 | $18.9M | Buy |
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|
2018
Q1 | $17.1M | Buy |
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|
2017
Q4 | $16.4M | Buy |
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|
2017
Q3 | $14.5M | Buy |
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|
2017
Q2 | $13M | Buy |
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|
2017
Q1 | $12.4M | Buy |
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|
2016
Q4 | $10.2M | Sell |
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|
2016
Q3 | $9.92M | Sell |
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|
2016
Q2 | $9.64M | Buy |
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|
2016
Q1 | $9.45M | Sell |
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|
2015
Q4 | $9.83M | Buy |
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|
2015
Q3 | $8.57M | Buy |
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|
2015
Q2 | $8.09M | Sell |
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|
2015
Q1 | $9.83M | Buy |
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|
2014
Q4 | $8.52M | Buy |
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|
2014
Q3 | $7.63M | Buy |
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|
2014
Q2 | $6.01M | Buy |
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|
2014
Q1 | $5.58M | Buy |
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|
2013
Q4 | $5.38M | Sell |
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|
2013
Q3 | $5.13M | Sell |
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|
2013
Q2 | $4.91M | Buy |
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