Swarthmore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $142M | Buy |
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|
2022
Q1 | $88M | Hold |
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|
2021
Q4 | $92.5M | Buy |
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|
2021
Q3 | $81M | Hold |
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|
2021
Q2 | $81M | Sell |
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|
2021
Q1 | $76.6M | Buy |
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|
2020
Q4 | $4.26M | Sell |
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|
2020
Q3 | $63.6M | Sell |
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|
2020
Q2 | $58.9M | Buy |
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|
2020
Q1 | $2.75M | Sell |
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|
2019
Q4 | $170M | Buy |
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|
2019
Q3 | $156M | Hold |
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|
2019
Q2 | $154M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $130M | Buy |
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|
2018
Q3 | $149M | Hold |
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|
2018
Q2 | $139M | Sell |
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|
2018
Q1 | $142M | Sell |
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|
2017
Q4 | $174M | Buy |
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|
2017
Q3 | $163M | Buy |
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|
2017
Q2 | $129M | Hold |
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|
2017
Q1 | $126M | Buy |
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|
2016
Q4 | $118M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $55.3M | Buy |
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