One Advisory 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
Q2 | $25.4M | Sell |
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|
2025
Q1 | $37M | Sell |
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|
2024
Q4 | $42.4M | Sell |
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|
2024
Q3 | $42.6M | Sell |
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|
2024
Q2 | $46.6M | Sell |
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|
2024
Q1 | $48.3M | Sell |
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|
2023
Q4 | $57.1M | Buy |
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|
2023
Q3 | $47.7M | Buy |
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|
2023
Q2 | $44.4M | Buy |
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|
2023
Q1 | $39.6M | Buy |
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|
2022
Q4 | $36.2M | Sell |
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|
2022
Q3 | $34.1M | Buy |
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|
2022
Q2 | $33.5M | Buy |
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|
2022
Q1 | $39.3M | Buy |
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|
2021
Q4 | $30.2M | Buy |
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|
2021
Q3 | $24.5M | Sell |
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|
2021
Q2 | $24.9M | Buy |
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|
2021
Q1 | $22.9M | Sell |
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|
2020
Q4 | $27.4M | Buy |
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|
2020
Q3 | $22.1M | Buy |
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|
2020
Q2 | $18.3M | Buy |
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