Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $21.8M | Buy |
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|
2024
Q2 | $20.6M | Sell |
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|
2024
Q1 | $22M | Sell |
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|
2023
Q4 | $21M | Buy |
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|
2023
Q3 | $18.3M | Sell |
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|
2023
Q2 | $19M | Buy |
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|
2023
Q1 | $17.5M | Buy |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $11.8M | Buy |
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|
2022
Q2 | $8.43M | Sell |
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|
2022
Q1 | $13.7M | Sell |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $12.9M | Sell |
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|
2021
Q2 | $12.9M | Sell |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $12.1M | Buy |
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