Opus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.69M | Sell |
|
|||||
|
2025
Q2 | $2.52M | Sell |
|
|||||
|
2025
Q1 | $2.33M | Buy |
|
|||||
|
2024
Q4 | $2.41M | Sell |
|
|||||
|
2024
Q3 | $2.37M | Buy |
|
|||||
|
2024
Q2 | $2.25M | Buy |
|
|||||
|
2024
Q1 | $1.93M | Sell |
|
|||||
|
2023
Q4 | $2.01M | Sell |
|
|||||
|
2023
Q3 | $1.89M | Sell |
|
|||||
|
2023
Q2 | $1.99M | Sell |
|
|||||
|
2023
Q1 | $1.94M | Buy |
|
|||||
|
2022
Q4 | $1.81M | Buy |
|
|||||
|
2022
Q3 | $1.69M | Sell |
|
|||||
|
2022
Q2 | $1.79M | Buy |
|
|||||
|
2022
Q1 | $2.14M | Buy |
|
|||||
|
2021
Q4 | $2.25M | Buy |
|
|||||
|
2021
Q3 | $2.03M | Buy |
|
|||||
|
2021
Q2 | $2.02M | Sell |
|
|||||
|
2021
Q1 | $1.92M | Buy |
|
|||||
|
2020
Q4 | $1.81M | Sell |
|
|||||
|
2020
Q3 | $1.64M | Sell |
|
|||||
|
2020
Q2 | $1.53M | Buy |
|
|||||
|
2020
Q1 | $1.27M | Buy |
|
|||||
|
2019
Q4 | $1.59M | Buy |
|
|||||
|
2019
Q3 | $1.47M | Buy |
|
|||||
|
2019
Q2 | $1.45M | Sell |
|
|||||
|
2019
Q1 | $1.77M | Buy |
|
|||||
|
2018
Q4 | $1.56M | Buy |
|
|||||
|
2018
Q3 | $1.82M | Buy |
|
|||||
|
2018
Q2 | $1.69M | Hold |
|
|||||
|
2018
Q1 | $1.65M | Sell |
|
|||||
|
2017
Q4 | $1.86M | Buy |
|
|||||
|
2017
Q3 | $1.73M | Sell |
|
|||||
|
2017
Q2 | $1.69M | Hold |
|
|||||
|
2017
Q1 | $1.65M | Buy |
|
|||||
|
2016
Q4 | $1.55M | Sell |
|
|||||
|
2016
Q3 | $2.02M | Sell |
|
|||||
|
2016
Q2 | $2.05M | Sell |
|
|||||
|
2016
Q1 | $2.05M | Buy |
|
|||||
|
2015
Q4 | $1.99M | Buy |
|
|||||
|
2015
Q3 | $1.86M | Buy |
|
|||||
|
2015
Q2 | $1.72M | Sell |
|
|||||
|
2015
Q1 | $1.74M | Sell |
|
|||||
|
2014
Q4 | $1.73M | Buy |
|
|||||
|
2014
Q3 | $1.65M | Hold |
|
|||||
|
2014
Q2 | $1.64M | Buy |
|
|||||
|
2014
Q1 | $1.48M | Hold |
|
|||||
|
2013
Q4 | $1.46M | Sell |
|
|||||
|
2013
Q3 | $1.35M | Sell |
|
|||||
|
2013
Q2 | $1.29M | Buy |
|