Robertson Stephens Wealth Management’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
Q2 | $125M | Sell |
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|
2025
Q1 | $122M | Sell |
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|
2024
Q4 | $131M | Buy |
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|
2024
Q3 | $127M | Sell |
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|
2024
Q2 | $158M | Buy |
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|
2024
Q1 | $124M | Buy |
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|
2023
Q4 | $109M | Sell |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $78.7M | Buy |
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|
2023
Q1 | $60.6M | Sell |
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|
2022
Q4 | $57.3M | Buy |
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|
2022
Q3 | $47.8M | Sell |
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|
2022
Q2 | $60.1M | Buy |
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|
2022
Q1 | $53.8M | Buy |
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|
2021
Q4 | $42M | Buy |
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|
2021
Q3 | $30.3M | Buy |
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|
2021
Q2 | $30M | Buy |
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|
2021
Q1 | $25.9M | Buy |
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|
2020
Q4 | $24.2M | Buy |
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|
2020
Q3 | $20.3M | Buy |
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|
2020
Q2 | $16M | Buy |
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|
2020
Q1 | $10.7M | Buy |
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|
2019
Q4 | $9.03M | Sell |
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|
2019
Q3 | $8.44M | Buy |
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|
2019
Q2 | $7.67M | Buy |
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|
2019
Q1 | $6.12M | Buy |
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|
2018
Q4 | $4.75M | Buy |
|