Patriot Financial Group Insurance Agency’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 | $20.7M | Sell |
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|
2025
Q2 | $45.5M | Buy |
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|
2025
Q1 | $41.1M | Sell |
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|
2024
Q4 | $44.8M | Buy |
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|
2024
Q3 | $43.8M | Buy |
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|
2024
Q2 | $41.2M | Buy |
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|
2024
Q1 | $37.8M | Buy |
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|
2023
Q4 | $23.5M | Sell |
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|
2023
Q3 | $21.3M | Sell |
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|
2023
Q2 | $22.8M | Buy |
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|
2023
Q1 | $20.4M | Buy |
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|
2022
Q4 | $17.2M | Buy |
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|
2022
Q3 | $15.3M | Buy |
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|
2022
Q2 | $15.6M | Buy |
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|
2022
Q1 | $18.6M | Sell |
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|
2021
Q4 | $19.7M | Buy |
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|
2021
Q3 | $17.6M | Buy |
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|
2021
Q2 | $17M | Buy |
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|
2021
Q1 | $7.81M | Sell |
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|
2020
Q4 | $7.46M | Buy |
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|
2020
Q3 | $6.57M | Sell |
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|
2020
Q2 | $6.12M | Buy |
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|
2020
Q1 | $3.73M | Buy |
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|
2019
Q4 | $3.84M | Buy |
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|
2019
Q3 | $3.21M | Buy |
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|
2019
Q2 | $9.12M | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q3 | $276K | Sell |
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|
2018
Q2 | $290K | Sell |
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|
2018
Q1 | $1.81M | Buy |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.32M | Buy |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $924K | Buy |
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|
2016
Q4 | $811K | Buy |
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