Next 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $34M | Buy |
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|
2021
Q3 | $22.5M | Buy |
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|
2021
Q2 | $19.5M | Buy |
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|
2021
Q1 | $17.9M | Buy |
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|
2020
Q4 | $14.9M | Buy |
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|
2020
Q3 | $12.9M | Sell |
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|
2020
Q2 | $13M | Buy |
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|
2020
Q1 | $9.98M | Buy |
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|
2019
Q4 | $8.61M | Buy |
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|
2019
Q3 | $7.01M | Sell |
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|
2019
Q2 | $7.24M | Buy |
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|
2019
Q1 | $1.39M | Sell |
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|
2018
Q4 | $6.88M | Buy |
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|
2018
Q3 | $993K | Sell |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $5.08M | Buy |
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|
2017
Q4 | $1.42M | Sell |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $2.16M | Buy |
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|
2017
Q1 | $1.69M | Sell |
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|
2016
Q4 | $5.68M | Buy |
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|
2016
Q3 | $5.24M | Buy |
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|
2016
Q2 | $1.26M | Buy |
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|
2016
Q1 | $1.13M | Buy |
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|
2015
Q4 | $1.04M | Sell |
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|
2015
Q3 | $1.14M | Sell |
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|
2015
Q2 | $1.35M | Sell |
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|
2015
Q1 | $7.12M | Sell |
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|
2014
Q4 | $8.18M | Sell |
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|
2014
Q3 | $14.1M | Buy |
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