TFG Advisers’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
Q2 | $282K | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $235K | Buy |
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