SFMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Sell |
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|
2025
Q1 | $142M | Buy |
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|
2024
Q4 | $147M | Buy |
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|
2024
Q3 | $143M | Buy |
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|
2024
Q2 | $134M | Sell |
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|
2024
Q1 | $130M | Sell |
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|
2023
Q4 | $118M | Buy |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $104M | Buy |
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|
2023
Q1 | $76.6M | Buy |
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|
2022
Q4 | $50.7M | Buy |
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|
2022
Q3 | $30.6M | Buy |
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|
2022
Q2 | $14.5M | Sell |
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|
2022
Q1 | $85.1M | Sell |
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|
2021
Q4 | $110M | Buy |
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|
2021
Q3 | $93.2M | Buy |
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|
2021
Q2 | $92.1M | Buy |
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|
2021
Q1 | $81M | Buy |
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|
2020
Q4 | $53.9M | Buy |
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|
2020
Q3 | $47.7M | Sell |
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|
2020
Q2 | $45.2M | Buy |
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|
2020
Q1 | $834K | Sell |
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|
2019
Q4 | $9.81M | Buy |
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|
2019
Q3 | $8.96M | Sell |
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|
2019
Q2 | $9.48M | Buy |
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|
2019
Q1 | $8.28M | Sell |
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|
2018
Q4 | $7.57M | Sell |
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|
2018
Q3 | $11.4M | Sell |
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|
2018
Q2 | $12.2M | Sell |
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|
2018
Q1 | $12M | Sell |
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|
2017
Q4 | $13.9M | Buy |
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|
2017
Q3 | $7.21M | Buy |
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|
2017
Q2 | $6.26M | Buy |
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|
2017
Q1 | $5.72M | Buy |
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|
2016
Q4 | $4.87M | Buy |
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|
2016
Q3 | $2.42M | Sell |
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|
2016
Q2 | $2.38M | Sell |
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|
2016
Q1 | $2.63M | Sell |
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|
2015
Q4 | $13.1M | Buy |
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|
2015
Q3 | $1.68M | Sell |
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|
2015
Q2 | $2.09M | Sell |
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|
2015
Q1 | $6.06M | Buy |
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|
2014
Q4 | $1.33M | Buy |
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.08M | Buy |
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|
2014
Q1 | $1.01M | Buy |
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|
2013
Q4 | $997K | Sell |
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|
2013
Q3 | $945K | Sell |
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|
2013
Q2 | $2.5M | Buy |
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