Signature Estate & 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
Q2 | $16.7M | Sell |
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|
2025
Q1 | $15.2M | Sell |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $15.7M | Buy |
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|
2024
Q1 | $968K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $412K | Sell |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $491K | Buy |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $404K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $995K | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $344K | Sell |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $951K | Sell |
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|
2017
Q3 | $928K | Buy |
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|
2017
Q2 | $805K | Buy |
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|
2017
Q1 | $566K | Buy |
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|
2016
Q4 | $396K | Buy |
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|
2016
Q3 | $259K | Buy |
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|
2016
Q2 | $195K | Buy |
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|
2016
Q1 | $118K | Buy |
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