Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.9M | Sell |
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|
2025
Q1 | $50M | Buy |
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|
2024
Q4 | $50.3M | Sell |
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|
2024
Q3 | $50.2M | Sell |
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|
2024
Q2 | $51.8M | Sell |
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|
2024
Q1 | $50.6M | Sell |
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|
2023
Q4 | $50.1M | Buy |
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|
2023
Q3 | $35.8M | Buy |
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|
2023
Q2 | $35.9M | Sell |
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|
2023
Q1 | $37.6M | Sell |
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|
2022
Q4 | $35.8M | Buy |
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|
2022
Q3 | $24.8M | Sell |
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|
2022
Q2 | $30.4M | Sell |
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|
2022
Q1 | $41.9M | Buy |
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|
2021
Q4 | $36.7M | Buy |
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|
2021
Q3 | $6.07M | Sell |
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|
2021
Q2 | $12.9M | Buy |
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|
2021
Q1 | $9.82M | Buy |
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|
2020
Q4 | $9.08M | Sell |
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|
2020
Q3 | $8.32M | Buy |
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|
2020
Q2 | $7.33M | Buy |
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|
2020
Q1 | $6.02M | Buy |
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|
2019
Q4 | $6.81M | Buy |
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|
2019
Q3 | $6.25M | Buy |
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|
2019
Q2 | $5.62M | Sell |
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|
2019
Q1 | $5.47M | Buy |
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|
2018
Q4 | $4.65M | Buy |
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|
2018
Q3 | $5.23M | Buy |
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|
2018
Q2 | $4.66M | Sell |
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|
2018
Q1 | $4.53M | Sell |
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|
2017
Q4 | $4.78M | Buy |
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|
2017
Q3 | $3.93M | Sell |
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|
2017
Q2 | $3.78M | Sell |
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|
2017
Q1 | $3.71M | Sell |
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|
2016
Q4 | $3.75M | Buy |
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|
2016
Q3 | $3.27M | Buy |
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|
2016
Q2 | $3.11M | Buy |
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|
2016
Q1 | $2.95M | Buy |
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|
2015
Q4 | $2.57M | Buy |
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|
2015
Q3 | $1.45M | Buy |
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|
2015
Q2 | $1.42M | Hold |
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|
2015
Q1 | $1.42M | Buy |
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|
2014
Q4 | $1.39M | Buy |
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|
2014
Q3 | $1.31M | Hold |
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|
2014
Q2 | $1.3M | Hold |
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|
2014
Q1 | $1.24M | Hold |
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|
2013
Q4 | $1.23M | Buy |
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