Townsend & Associates’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
Q4 | – | Sell |
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|
2022
Q3 | $34.7M | Buy |
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|
2022
Q2 | $32.8M | Buy |
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|
2022
Q1 | $5.11M | Buy |
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|
2021
Q4 | $3.63M | Buy |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $3.65M | Buy |
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|
2021
Q1 | $3.26M | Sell |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $4.62M | Buy |
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|
2020
Q2 | $3.69M | Buy |
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|
2020
Q1 | $2.2M | Buy |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.8M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $19K | Sell |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $28K | Buy |
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