Resonant Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $136M | Buy |
|
|||||
|
2025
Q2 | $98.2M | Buy |
|
|||||
|
2025
Q1 | $83.9M | Buy |
|
|||||
|
2024
Q4 | $84.4M | Buy |
|
|||||
|
2024
Q3 | $81.1M | Buy |
|
|||||
|
2024
Q2 | $73.8M | Buy |
|
|||||
|
2024
Q1 | $67.1M | Buy |
|
|||||
|
2023
Q4 | $59.2M | Buy |
|
|||||
|
2023
Q3 | $51.5M | Buy |
|
|||||
|
2023
Q2 | $52M | Buy |
|
|||||
|
2023
Q1 | $47.1M | Buy |
|
|||||
|
2022
Q4 | $40.7M | Buy |
|
|||||
|
2022
Q3 | $37.1M | Buy |
|
|||||
|
2022
Q2 | $37.2M | Sell |
|
|||||
|
2022
Q1 | $46.7M | Sell |
|
|||||
|
2021
Q4 | $50.6M | Buy |
|
|||||
|
2021
Q3 | $43.7M | Buy |
|
|||||
|
2021
Q2 | $42.4M | Buy |
|
|||||
|
2021
Q1 | $36.6M | Buy |
|
|||||
|
2020
Q4 | $31.6M | Buy |
|
|||||
|
2020
Q3 | $26M | Buy |
|
|||||
|
2020
Q2 | $22.5M | Buy |
|
|||||
|
2020
Q1 | $10.4M | Buy |
|
|||||
|
2019
Q4 | $10.9M | Buy |
|