Rinet Company’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
Q3 | $4.88M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $4.17M | Buy |
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|
2020
Q4 | $3.84M | Buy |
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|
2020
Q3 | $3.36M | Buy |
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|
2020
Q2 | $2.46M | Buy |
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|
2020
Q1 | $1.51M | Hold |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.37M | Buy |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $852K | Buy |
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|
2018
Q3 | $937K | Buy |
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|
2018
Q2 | $821K | Hold |
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|
2018
Q1 | $798K | Buy |
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|
2017
Q4 | $808K | Hold |
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|
2017
Q3 | $760K | Buy |
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|
2017
Q2 | $731K | Buy |
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|
2017
Q1 | $535K | Buy |
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|
2016
Q4 | $507K | Hold |
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|
2016
Q3 | $491K | Buy |
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|
2016
Q2 | $440K | Buy |
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|
2016
Q1 | $411K | Sell |
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|
2015
Q4 | $411K | Buy |
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|
2015
Q3 | $364K | Hold |
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|
2015
Q2 | $392K | Buy |
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