Spotlight Asset Group’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
Q2 | $11M | Sell |
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|
2024
Q1 | $10.6M | Sell |
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|
2023
Q4 | $8.69M | Hold |
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|
2023
Q3 | $8.69M | Sell |
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|
2023
Q2 | $9.03M | Buy |
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|
2023
Q1 | $7.5M | Buy |
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|
2022
Q3 | $7.5M | Buy |
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|
2021
Q3 | $17.7M | Sell |
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|
2021
Q2 | $25.1M | Buy |
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|
2021
Q1 | $22.6M | Sell |
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|
2020
Q4 | $26.4M | Sell |
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|
2020
Q3 | $24.8M | Buy |
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|
2020
Q2 | $22.9M | Sell |
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|
2020
Q1 | $22.6M | Buy |
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|
2019
Q4 | $23.2M | Buy |
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