PagnatoKarp 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
2020
Q2
Sell
2020
Q1
$13.5M Sell
2019
Q4
$18M Sell
2019
Q3
$17M Sell
2019
Q2
$16.8M Sell
2019
Q1
$20.3M Sell
2018
Q4
$20.4M Buy
2018
Q3
$20.8M Buy
2018
Q2
$19.2M Buy
2018
Q1
$811K Sell
2017
Q4
$22.4M Sell
2017
Q3
$21.5M Buy
2017
Q2
$20.5M Sell
2017
Q1
$20.4M Sell
2016
Q4
$19.7M Buy