Sargent Bickham Lagudis’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
Q4 | $40.1M | Sell |
|
|||||
|
2022
Q3 | $42.5M | Buy |
|
|||||
|
2022
Q2 | $31.7M | Sell |
|
|||||
|
2022
Q1 | $38.3M | Buy |
|
|||||
|
2021
Q4 | $35.2M | Buy |
|
|||||
|
2021
Q3 | $24.3M | Buy |
|
|||||
|
2021
Q2 | $20.3M | Buy |
|
|||||
|
2021
Q1 | $16.8M | Sell |
|
|||||
|
2020
Q4 | $17.9M | Sell |
|
|||||
|
2020
Q3 | $23.2M | Sell |
|
|||||
|
2020
Q2 | $23M | Buy |
|
|||||
|
2020
Q1 | $18.1M | Buy |
|
|||||
|
2019
Q4 | $17.7M | Buy |
|
|||||
|
2019
Q3 | $15.3M | Sell |
|
|||||
|
2019
Q2 | $15.9M | Sell |
|
|||||
|
2019
Q1 | $15.6M | Buy |
|
|||||
|
2018
Q4 | $9.7M | Sell |
|
|||||
|
2018
Q3 | $15.3M | Buy |
|
|||||
|
2018
Q2 | $12.3M | Buy |
|
|||||
|
2018
Q1 | $10.3M | Sell |
|
|||||
|
2017
Q4 | $12.8M | Buy |
|
|||||
|
2017
Q3 | $1.03M | Buy |
|
|||||
|
2017
Q2 | $923K | Sell |
|
|||||
|
2017
Q1 | $943K | Buy |
|
|||||
|
2016
Q4 | $609K | Buy |
|
|||||
|
2016
Q3 | $154 | Buy |
|
|||||
|
2016
Q2 | $62K | Sell |
|
|||||
|
2016
Q1 | $100K | Buy |
|