Oakwood Capital Management’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
Q2 | $506K | Buy |
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $817K | Sell |
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|
2020
Q3 | $794K | Buy |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $228K | Sell |
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|
2019
Q2 | $429K | Buy |
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|
2019
Q1 | $411K | Buy |
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|
2018
Q4 | $328K | Sell |
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|
2018
Q3 | $396K | Sell |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $1.94M | Sell |
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|
2017
Q4 | $2.94M | Buy |
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|
2017
Q3 | $1.69M | Buy |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $1.58M | Sell |
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|
2016
Q4 | $3.15M | Buy |
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|
2016
Q3 | $2.66M | Sell |
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|
2016
Q2 | $2.72M | Sell |
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|
2016
Q1 | $2.73M | Sell |
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|
2015
Q4 | $5.82M | Buy |
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|
2015
Q3 | $2.77M | Buy |
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|
2015
Q2 | $2.94M | Buy |
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|
2015
Q1 | $512K | Buy |
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