Radnor Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.21M | Sell |
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|
2022
Q2 | $4.65M | Buy |
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|
2022
Q1 | $5.43M | Buy |
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|
2021
Q4 | $4.66M | Sell |
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|
2021
Q3 | $4.32M | Buy |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $4.19M | Sell |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $3.34M | Buy |
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|
2020
Q2 | $3.02M | Buy |
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|
2020
Q1 | $2.36M | Buy |
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|
2019
Q4 | $2.41M | Buy |
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