Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $571K | Sell |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $504K | Sell |
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|
2020
Q1 | $496K | Sell |
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|
2019
Q4 | $667K | Sell |
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|
2019
Q3 | $682K | Buy |
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|
2019
Q2 | $501K | Buy |
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|
2019
Q1 | $441K | Buy |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $425K | Buy |
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|
2018
Q2 | $359K | Sell |
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|
2018
Q1 | $351K | Sell |
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|
2017
Q4 | $419K | Buy |
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|
2017
Q3 | $394K | Hold |
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|
2017
Q2 | $379K | Hold |
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|
2017
Q1 | $370K | Buy |
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|
2016
Q4 | $344K | Buy |
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|
2016
Q3 | $222K | Sell |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | $224K | Buy |
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|
2015
Q4 | $222K | Hold |
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|
2015
Q3 | $209K | Sell |
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|
2015
Q2 | $229K | Buy |
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|
2015
Q1 | $229K | Buy |
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|
2014
Q4 | $194K | Buy |
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|
2014
Q3 | $155K | Hold |
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|
2014
Q2 | $155K | Hold |
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|
2014
Q1 | $147K | Hold |
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|
2013
Q4 | $145K | Hold |
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|
2013
Q3 | $133K | Hold |
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|
2013
Q2 | $126K | Buy |
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