Strategic Wealth Management 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
2021
Q2
$33M Buy
2021
Q1
$25.8M Buy
2020
Q4
$23.5M Buy
2020
Q3
$20.1M Buy
2020
Q2
$7.41M Buy
2020
Q1
$4.72M Buy
2019
Q4
$4.16M Buy
2019
Q3
$1.39M Buy