Sunburst 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.11M | Buy |
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|
2025
Q2 | $5.66M | Buy |
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|
2025
Q1 | $5.09M | Sell |
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|
2024
Q4 | $5.43M | Sell |
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|
2024
Q3 | $7.75M | Sell |
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|
2024
Q2 | $7.64M | Sell |
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|
2024
Q1 | $8.11M | Sell |
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|
2023
Q4 | $7.42M | Sell |
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|
2023
Q3 | $6.72M | Hold |
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|
2023
Q2 | $6.98M | Sell |
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|
2023
Q1 | $6.45M | Sell |
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|
2022
Q4 | $6.14M | Buy |
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|
2022
Q3 | $5.66M | Sell |
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|
2022
Q2 | $6.01M | Buy |
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|
2022
Q1 | $6.83M | Sell |
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|
2021
Q4 | $7.41M | Sell |
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|
2021
Q3 | $7.82M | Sell |
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|
2021
Q2 | $8M | Sell |
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|
2021
Q1 | $7.79M | Sell |
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|
2020
Q4 | $7.73M | Sell |
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|
2020
Q3 | $7.48M | Sell |
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|
2020
Q2 | $7.28M | Sell |
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|
2020
Q1 | $6.17M | Sell |
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|
2019
Q4 | $7.86M | Buy |
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