Sigma Planning Corp’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 | $191M | Sell |
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|
2025
Q1 | $181M | Sell |
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|
2024
Q4 | $196M | Sell |
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|
2024
Q3 | $193M | Buy |
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|
2024
Q2 | $181M | Sell |
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|
2024
Q1 | $178M | Buy |
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|
2023
Q4 | $71.7M | Sell |
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|
2023
Q3 | $139M | Sell |
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|
2023
Q2 | $147M | Sell |
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|
2023
Q1 | $142M | Buy |
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|
2022
Q4 | $129M | Sell |
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|
2022
Q3 | $122M | Buy |
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|
2022
Q2 | $122M | Sell |
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|
2022
Q1 | $151M | Buy |
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|
2021
Q4 | $156M | Buy |
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|
2021
Q3 | $129M | Buy |
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|
2021
Q2 | $127M | Buy |
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|
2021
Q1 | $114M | Buy |
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|
2020
Q4 | $104M | Buy |
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|
2020
Q3 | $88.6M | Sell |
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|
2020
Q2 | $83.6M | Buy |
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|
2020
Q1 | $68.4M | Sell |
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|
2019
Q4 | $93.3M | Sell |
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|
2019
Q3 | $92.3M | Buy |
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|
2019
Q2 | $90.6M | Buy |
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|
2019
Q1 | $86.1M | Sell |
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|
2018
Q4 | $80.9M | Buy |
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|
2018
Q3 | $84.1M | Buy |
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|
2018
Q2 | $76.3M | Sell |
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|
2018
Q1 | $76.5M | Buy |
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|
2017
Q4 | $72M | Sell |
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|
2017
Q3 | $77.9M | Buy |
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|
2017
Q2 | $60.2M | Buy |
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|
2017
Q1 | $46M | Buy |
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|
2016
Q4 | $37M | Sell |
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|
2016
Q3 | $36.5M | Buy |
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|
2016
Q2 | $25.2M | Sell |
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|
2016
Q1 | $25.5M | Sell |
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|
2015
Q4 | $27.8M | Sell |
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|
2015
Q3 | $33.1M | Buy |
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|
2015
Q2 | $28.4M | Sell |
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|
2015
Q1 | $30M | Buy |
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|
2014
Q4 | $25.3M | Buy |
|