Transcend Capital 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
Q2 | $12.1M | Buy |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $11.5M | Sell |
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|
2024
Q3 | $17.3M | Sell |
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|
2024
Q2 | $17.1M | Buy |
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|
2024
Q1 | $16.1M | Sell |
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|
2023
Q4 | $15.9M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $12.8M | Buy |
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|
2023
Q1 | $11.4M | Sell |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $9.79M | Buy |
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|
2022
Q2 | $9.97M | Buy |
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|
2022
Q1 | $11.8M | Buy |
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|
2021
Q4 | $10.2M | Sell |
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|
2021
Q3 | $9.9M | Buy |
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|
2021
Q2 | $8.26M | Buy |
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|
2021
Q1 | $6.83M | Sell |
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|
2020
Q4 | $7.24M | Buy |
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|
2020
Q3 | $5.19M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $591K | Buy |
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|
2019
Q4 | $412K | Buy |
|