TCI Wealth Advisors’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 | $7.48M | Buy |
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|
2025
Q2 | $6.75M | Sell |
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|
2025
Q1 | $6.57M | Sell |
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|
2024
Q4 | $6.94M | Sell |
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|
2024
Q3 | $6.91M | Sell |
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|
2024
Q2 | $6.65M | Sell |
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|
2024
Q1 | $7.01M | Buy |
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|
2023
Q4 | $6.34M | Sell |
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|
2023
Q3 | $5.8M | Sell |
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|
2023
Q2 | $6.15M | Buy |
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|
2023
Q1 | $5.48M | Sell |
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|
2022
Q4 | $5.12M | Sell |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $5.01M | Sell |
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|
2022
Q1 | $6.08M | Sell |
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|
2021
Q4 | $6.44M | Sell |
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|
2021
Q3 | $5.9M | Sell |
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|
2021
Q2 | $6.28M | Buy |
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|
2021
Q1 | $5.81M | Sell |
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|
2020
Q4 | $5.66M | Sell |
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|
2020
Q3 | $8.34M | Sell |
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|
2020
Q2 | $7.82M | Sell |
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|
2020
Q1 | $6.61M | Sell |
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|
2019
Q4 | $8.34M | Sell |
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|
2019
Q3 | $9.09M | Sell |
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|
2019
Q2 | $9.06M | Sell |
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|
2019
Q1 | $8.76M | Buy |
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|
2018
Q4 | $7.61M | Sell |
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|
2018
Q3 | $9.06M | Sell |
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|
2018
Q2 | $8.53M | Sell |
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|
2018
Q1 | $8.36M | Sell |
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|
2017
Q4 | $8.88M | Sell |
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|
2017
Q3 | $8.51M | Sell |
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|
2017
Q2 | $8.2M | Sell |
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|
2017
Q1 | $8.05M | Buy |
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|
2016
Q4 | $7.58M | Sell |
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|
2016
Q3 | $7.5M | Buy |
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|
2016
Q2 | $7.17M | Buy |
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|
2016
Q1 | $7M | Buy |
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|
2015
Q4 | $6.88M | Buy |
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|
2015
Q3 | $6.45M | Buy |
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|
2015
Q2 | $6.42M | Buy |
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|
2015
Q1 | $6.26M | Sell |
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|
2014
Q4 | $6.37M | Sell |
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|
2014
Q3 | $6.6M | Sell |
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|
2014
Q2 | $6.72M | Sell |
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|
2014
Q1 | $6.55M | Sell |
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|
2013
Q4 | $6.56M | Sell |
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|
2013
Q3 | $6.24M | Sell |
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|
2013
Q2 | $6.12M | Buy |
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