PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $45.1M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $31.3M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $37M | Buy |
|
|||||
|
2022
Q2 | $37.7M | Buy |
|
|||||
|
2022
Q1 | $44.3M | Sell |
|
|||||
|
2021
Q4 | $47M | Buy |
|
|||||
|
2021
Q3 | $38.7M | Buy |
|
|||||
|
2021
Q2 | $2.98M | Sell |
|
|||||
|
2021
Q1 | $28.7M | Sell |
|
|||||
|
2020
Q4 | $28.8M | Buy |
|
|||||
|
2020
Q3 | $24.6M | Buy |
|
|||||
|
2020
Q2 | $22.7M | Buy |
|
|||||
|
2020
Q1 | $10.2M | Sell |
|
|||||
|
2019
Q4 | $14.3M | Buy |
|
|||||
|
2019
Q3 | $13.1M | Buy |
|
|||||
|
2019
Q2 | $12.6M | Sell |
|
|||||
|
2019
Q1 | $12.5M | Sell |
|
|||||
|
2018
Q4 | $11.6M | Buy |
|