Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $22M | Sell |
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|
2023
Q2 | $23.8M | Buy |
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|
2023
Q1 | $21.7M | Sell |
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|
2022
Q4 | $20.3M | Sell |
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|
2022
Q3 | $19.7M | Buy |
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|
2022
Q2 | $19.6M | Buy |
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|
2022
Q1 | $23.1M | Sell |
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|
2021
Q4 | $24.8M | Sell |
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|
2021
Q3 | $22.4M | Sell |
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|
2021
Q2 | $22.7M | Sell |
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|
2021
Q1 | $22M | Buy |
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|
2020
Q4 | $19.7M | Buy |
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|
2020
Q3 | $15.4M | Buy |
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|
2020
Q2 | $13.4M | Buy |
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|
2020
Q1 | $11M | Buy |
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|
2019
Q4 | $5.07M | Buy |
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|
2019
Q3 | $4.26M | Sell |
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|
2019
Q2 | $4.67M | Sell |
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|
2019
Q1 | $4.55M | Buy |
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|
2018
Q4 | $3.87M | Sell |
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|
2018
Q3 | $4.54M | Buy |
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|
2018
Q2 | $3.56M | Sell |
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|
2018
Q1 | $3.59M | Buy |
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|
2017
Q4 | $3.59M | Buy |
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|
2017
Q3 | $3.32M | Sell |
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|
2017
Q2 | $3.2M | Sell |
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|
2017
Q1 | $3.12M | Sell |
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|
2016
Q4 | $3.03M | Buy |
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|
2016
Q3 | $2.9M | Sell |
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|
2016
Q2 | $3.19M | Buy |
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|
2016
Q1 | $2.59M | Sell |
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|
2015
Q4 | $2.93M | Hold |
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|
2015
Q3 | $2.76M | Sell |
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|
2015
Q2 | $3.15M | Buy |
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|
2015
Q1 | $3.06M | Buy |
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