Sheaff Brock Investment 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
Q1 | $1.39M | Buy |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $328K | Buy |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $247K | Buy |
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|
2017
Q2 | $234K | Buy |
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