Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4.65M | Buy |
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|
2020
Q1 | $3.38M | Sell |
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|
2019
Q4 | $4.29M | Sell |
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|
2019
Q3 | $5.4M | Buy |
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|
2019
Q2 | $3.08M | Sell |
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2019
Q1 | $3.47M | Buy |
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|
2018
Q4 | $2.57M | Sell |
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|
2018
Q3 | $3.4M | Buy |
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|
2018
Q2 | $2.99M | Buy |
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|
2018
Q1 | $2.79M | Buy |
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|
2017
Q4 | $2.97M | Buy |
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