NA
Neuburgh Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $72.7M | Sell |
243,474
-20,774
| -8% | -$6.2M | 2.26% | 7 |
|
|
2019
Q2 | $77.9M | Buy |
264,248
+104,856
| +66% | +$30.9M | 2.51% | 4 |
|
|
2019
Q1 | $45.4M | Buy |
159,392
+10,676
| +7% | +$3.04M | 1.54% | 13 |
|
|
2018
Q4 | $37.4M | Buy |
148,716
+5,542
| +4% | +$1.39M | 1.47% | 12 |
|
|
2018
Q3 | $41.9M | Buy |
143,174
+4,828
| +3% | +$1.41M | 1.35% | 16 |
|
|
2018
Q2 | $37.8M | Buy |
138,346
+43,996
| +47% | +$12M | 1.26% | 18 |
|
|
2018
Q1 | $25M | Sell |
94,350
-8,976
| -9% | -$2.38M | 0.88% | 29 |
|
|
2017
Q4 | $27.8M | Sell |
103,326
-87,856
| -46% | -$23.6M | 1% | 24 |
|
|
2017
Q3 | $48.4M | Sell |
191,182
-16,830
| -8% | -$4.26M | 1.8% | 8 |
|
|
2017
Q2 | $50.6M | Buy |
208,012
+117,912
| +131% | +$28.7M | 1.92% | 7 |
|
|
2017
Q1 | $21.4M | Buy |
+90,100
| New | +$21.4M | 0.85% | 30 |
|