NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10.7M | Sell |
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|
2020
Q3 | $10.5M | Sell |
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|
2020
Q2 | $10.2M | Buy |
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|
2020
Q1 | $8.41M | Buy |
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|
2019
Q4 | $9.62M | Buy |
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|
2019
Q3 | $8.46M | Buy |
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|
2019
Q2 | $7.3M | Sell |
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|
2019
Q1 | $7.13M | Sell |
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|
2018
Q4 | $6.42M | Buy |
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|
2018
Q3 | $7.01M | Sell |
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|
2018
Q2 | $6.59M | Sell |
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|
2018
Q1 | $6.5M | Sell |
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|
2017
Q4 | $6.63M | Buy |
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|
2017
Q3 | $6.21M | Sell |
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|
2017
Q2 | $6.46M | Sell |
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|
2017
Q1 | $6.6M | Sell |
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|
2016
Q4 | $6.26M | Sell |
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|
2016
Q3 | $6.29M | Sell |
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|
2016
Q2 | $6.21M | Sell |
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|
2016
Q1 | $11.3M | Buy |
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|
2015
Q4 | $10.2M | Buy |
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|
2015
Q3 | $9.47M | Buy |
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|
2015
Q2 | $10.2M | Sell |
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|
2015
Q1 | $11.3M | Sell |
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|
2014
Q4 | $11.3M | Buy |
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|
2014
Q3 | $10.2M | Sell |
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|
2014
Q2 | $10.5M | Buy |
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|
2014
Q1 | $8.46M | Buy |
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|
2013
Q4 | $6.36M | Buy |
|