Obermeyer Wealth Partners’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
Q3 | $2.6M | Sell |
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|
2025
Q2 | $2.7M | Buy |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.72M | Buy |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $2.22M | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $2.19M | Hold |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $369K | Sell |
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|
2021
Q3 | $355K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $245K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $11K | Buy |
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