Simply Money Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $126M | Sell |
475,092
-56,807
| -11% | -$15.1M | 17.74% | 1 |
|
|
2017
Q4 | $143M | Buy |
531,899
+10,932
| +2% | +$2.94M | 18.47% | 1 |
|
|
2017
Q3 | $132M | Buy |
520,967
+11,475
| +2% | +$2.9M | 17.44% | 1 |
|
|
2017
Q2 | $124M | Buy |
509,492
+18,759
| +4% | +$4.57M | 16.92% | 1 |
|
|
2017
Q1 | $116M | Buy |
490,733
+19,179
| +4% | +$4.55M | 16.29% | 1 |
|
|
2016
Q4 | $106M | Buy |
+471,554
| New | +$106M | 15.28% | 1 |
|
|
2013
Q3 | – | Sell |
-60
| Closed | -$10K | – | 235 |
|
|
2013
Q2 | $10K | Buy |
+60
| New | +$10K | ﹤0.01% | 162 |
|