Stratos Wealth Partners’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 | $200M | Buy |
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|
2025
Q1 | $172M | Sell |
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|
2024
Q4 | $194M | Sell |
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|
2024
Q3 | $194M | Buy |
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|
2024
Q2 | $163M | Buy |
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|
2024
Q1 | $140M | Buy |
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|
2023
Q4 | $100M | Buy |
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|
2023
Q3 | $85.8M | Buy |
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|
2023
Q2 | $86.8M | Buy |
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|
2023
Q1 | $76.1M | Sell |
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|
2022
Q4 | $73.4M | Sell |
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|
2022
Q3 | $69.2M | Sell |
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|
2022
Q2 | $74.9M | Buy |
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|
2022
Q1 | $85.5M | Buy |
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|
2021
Q4 | $88.8M | Buy |
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|
2021
Q3 | $77.8M | Buy |
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|
2021
Q2 | $66.6M | Buy |
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|
2021
Q1 | $56.8M | Buy |
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|
2020
Q4 | $51.8M | Sell |
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|
2020
Q3 | $49.4M | Sell |
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|
2020
Q2 | $52.5M | Buy |
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|
2020
Q1 | $29.2M | Buy |
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|
2019
Q4 | $17.9M | Buy |
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|
2019
Q3 | $15.6M | Buy |
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|
2019
Q2 | $14.5M | Buy |
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|
2019
Q1 | $13.6M | Buy |
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|
2018
Q4 | $11.2M | Sell |
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|
2018
Q3 | $13M | Buy |
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|
2018
Q2 | $11.2M | Sell |
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|
2018
Q1 | $14.4M | Buy |
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|
2017
Q4 | $8.92M | Sell |
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|
2017
Q3 | $9.91M | Buy |
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|
2017
Q2 | $8.99M | Buy |
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|
2017
Q1 | $6.28M | Buy |
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|
2016
Q4 | $4.98M | Buy |
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|
2016
Q3 | $3.74M | Buy |
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|
2016
Q2 | $1.96M | Buy |
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|
2016
Q1 | $1.08M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $739K | Sell |
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|
2015
Q2 | $913K | Sell |
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|
2015
Q1 | $1.19M | Sell |
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|
2014
Q4 | $1.72M | Buy |
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