Partners Capital Investment 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
Q2 | $506M | Sell |
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|
2025
Q1 | $1.17B | Buy |
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|
2024
Q4 | $636M | Sell |
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|
2024
Q3 | $1.12B | Buy |
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|
2024
Q2 | $1.02B | Buy |
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|
2024
Q1 | $424M | Sell |
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|
2023
Q4 | $687M | Buy |
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|
2023
Q3 | $498M | Buy |
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|
2023
Q2 | $463M | Buy |
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|
2023
Q1 | $193M | Sell |
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|
2022
Q4 | $203M | Buy |
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|
2022
Q3 | $144M | Buy |
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|
2022
Q2 | $118M | Buy |
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|
2022
Q1 | $138M | Buy |
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|
2021
Q4 | $112M | Buy |
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|
2021
Q3 | $76.3M | Buy |
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|
2021
Q2 | $74.6M | Sell |
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|
2021
Q1 | $112M | Buy |
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|
2020
Q4 | $95M | Sell |
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|
2020
Q3 | $106M | Sell |
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|
2020
Q2 | $99.7M | Sell |
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|
2020
Q1 | $101M | Buy |
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|
2019
Q4 | $113M | Buy |
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|
2019
Q3 | $95.4M | Buy |
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|
2019
Q2 | $89.3M | Sell |
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|
2019
Q1 | $105M | Sell |
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|
2018
Q4 | $100M | Buy |
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|
2018
Q3 | $92.8M | Sell |
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|
2018
Q2 | $88.3M | Sell |
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|
2018
Q1 | $95.3M | Buy |
|
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|
2017
Q4 | $63.8M | Sell |
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|
2017
Q3 | $71.8M | Buy |
|
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|
2017
Q2 | $66.1M | Sell |
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|
2017
Q1 | $76M | Buy |
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|
2016
Q4 | $65.5M | Buy |
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|
2016
Q3 | $50.1M | Buy |
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|
2016
Q2 | $42.2M | Buy |
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|
2016
Q1 | $36.5M | Buy |
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|
2015
Q4 | $34.3M | Buy |
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