RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $117M | Buy |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $10M | Buy |
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|
2023
Q4 | $5.77M | Buy |
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|
2023
Q3 | $5.08M | Buy |
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|
2023
Q2 | $5.01M | Sell |
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|
2023
Q1 | $4.65M | Sell |
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|
2022
Q4 | $5.87M | Sell |
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|
2022
Q3 | $5.51M | Sell |
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|
2022
Q2 | $6.29K | Buy |
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|
2022
Q1 | $7.46M | Sell |
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|
2021
Q4 | $12.6M | Buy |
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