StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $15.1M | Sell |
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|
2023
Q3 | $13.7M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $12.9M | Sell |
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|
2022
Q4 | $12.1M | Sell |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $11.9M | Sell |
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|
2022
Q1 | $14.3M | Buy |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $11.6M | Buy |
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|
2020
Q4 | $10.4M | Sell |
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|
2020
Q3 | $9.44M | Sell |
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|
2020
Q2 | $8.76M | Buy |
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|
2020
Q1 | $7.09M | Buy |
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|
2019
Q4 | $8.1M | Buy |
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|
2019
Q3 | $7.28M | Sell |
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|
2019
Q2 | $7.2M | Buy |
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|
2019
Q1 | $6.7M | Sell |
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|
2018
Q4 | $6.02M | Buy |
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|
2018
Q3 | $6.91M | Buy |
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|
2018
Q2 | $6.31M | Buy |
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|
2018
Q1 | $5.75M | Buy |
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|
2017
Q4 | $5.79M | Sell |
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|
2017
Q3 | $10.5M | Buy |
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|
2017
Q2 | $9.81M | Buy |
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|
2017
Q1 | $9.12M | Buy |
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|
2016
Q4 | $7.59M | Buy |
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|
2016
Q3 | $6.5M | Buy |
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|
2016
Q2 | $5.85M | Buy |
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|
2016
Q1 | $4.8M | Buy |
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|
2015
Q4 | $4.63M | Buy |
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