Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.09M | Sell |
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|
2023
Q4 | $3.88M | Sell |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.75M | Sell |
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|
2023
Q1 | $3.48M | Sell |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $3.15M | Sell |
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|
2022
Q2 | $3.38M | Hold |
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|
2022
Q1 | $4.04M | Sell |
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|
2021
Q4 | $4.71M | Sell |
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|
2021
Q3 | $4.28M | Sell |
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|
2021
Q2 | $4.31M | Sell |
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|
2021
Q1 | $4.17M | Sell |
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|
2020
Q4 | $4.13M | Sell |
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|
2020
Q3 | $3.71M | Sell |
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|
2020
Q2 | $3.44M | Sell |
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|
2020
Q1 | $2.94M | Sell |
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|
2019
Q4 | $3.69M | Buy |
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|
2019
Q3 | $3.34M | Sell |
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|
2019
Q2 | $3.76M | Buy |
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