Retirement Group’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
Q1 | $3.33M | Sell |
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|
2023
Q4 | $3.03M | Sell |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $3M | Buy |
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $3.03M | Buy |
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|
2021
Q4 | $3.17M | Sell |
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|
2021
Q3 | $4.11M | Sell |
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|
2021
Q2 | $4.11M | Sell |
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|
2021
Q1 | $3.95M | Sell |
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|
2020
Q4 | $4.37M | Sell |
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|
2020
Q3 | $5.49M | Buy |
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|
2020
Q2 | $4.41M | Buy |
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|
2019
Q4 | $492K | Buy |
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