RGT Wealth 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
$41.1M Sell
2022
Q2
$54.8M Buy
2022
Q1
$6.08M Buy
2021
Q4
$1.78M Buy
2021
Q3
$1.56M Hold
2021
Q2
$1.56M Buy
2020
Q1
Sell
2019
Q4
$220K Buy