Steward Partners Investment Advisory’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 | $265M | Buy |
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|
2025
Q1 | $225M | Buy |
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|
2024
Q4 | $215M | Buy |
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|
2024
Q3 | $198M | Sell |
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|
2024
Q2 | $188M | Buy |
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|
2024
Q1 | $175M | Sell |
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|
2023
Q4 | $172M | Buy |
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|
2023
Q3 | $149M | Buy |
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|
2023
Q2 | $148M | Buy |
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|
2023
Q1 | $128M | Buy |
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|
2022
Q4 | $110M | Buy |
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|
2022
Q3 | $91.8M | Buy |
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|
2022
Q2 | $90.3M | Buy |
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|
2022
Q1 | $101M | Buy |
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|
2021
Q4 | $103M | Buy |
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|
2021
Q3 | $86.8M | Buy |
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|
2021
Q2 | $85M | Sell |
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|
2021
Q1 | $81.1M | Sell |
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|
2020
Q4 | $76.6M | Buy |
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|
2020
Q3 | $66.9M | Buy |
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|
2020
Q2 | $60.2M | Sell |
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|
2020
Q1 | $53.6M | Buy |
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|
2019
Q4 | $59.3M | Buy |
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|
2019
Q3 | $49.6M | Buy |
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|
2019
Q2 | $43.5M | Buy |
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|
2019
Q1 | $36.2M | Sell |
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|
2018
Q4 | $33.6M | Buy |
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|
2018
Q3 | $13.8M | Sell |
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|
2018
Q2 | $18.1M | Buy |
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|
2018
Q1 | $17.2M | Buy |
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|
2017
Q4 | $15.3M | Buy |
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|
2017
Q3 | $11.2M | Sell |
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|
2017
Q2 | $11.4M | Buy |
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|
2017
Q1 | $6.72M | Buy |
|