Sullivan, Bruyette, Speros & Blaney’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
Q1 | $14.9M | Sell |
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|
2020
Q4 | $14.2M | Sell |
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|
2020
Q3 | $13M | Sell |
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|
2020
Q2 | $13.1M | Buy |
|
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|
2020
Q1 | $9.8M | Buy |
|
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|
2019
Q4 | $11.1M | Sell |
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|
2019
Q3 | $10.5M | Sell |
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|
2019
Q2 | $10.7M | Sell |
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|
2019
Q1 | $10.4M | Buy |
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|
2018
Q4 | $9.06M | Sell |
|
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|
2018
Q3 | $10.9M | Sell |
|
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|
2018
Q2 | $10.3M | Sell |
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|
2018
Q1 | $10M | Buy |
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|
2017
Q4 | $10M | Sell |
|
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|
2017
Q3 | $9.65M | Sell |
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|
2017
Q2 | $9.56M | Buy |
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|
2017
Q1 | $9.3M | Buy |
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|
2016
Q4 | $8.75M | Buy |
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|
2016
Q3 | $8.43M | Buy |
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|
2016
Q2 | $8M | Buy |
|