UBS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93B | Sell |
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|
2025
Q1 | $2.14B | Sell |
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|
2024
Q4 | $2.28B | Buy |
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|
2024
Q3 | $1.91B | Buy |
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|
2024
Q2 | $1.56B | Sell |
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|
2024
Q1 | $1.56B | Sell |
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|
2023
Q4 | $1.51B | Buy |
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|
2023
Q3 | $1.27B | Buy |
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|
2023
Q2 | $1.28B | Sell |
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|
2023
Q1 | $1.21B | Sell |
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|
2022
Q4 | $1.16B | Sell |
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|
2022
Q3 | $1.1B | Sell |
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|
2022
Q2 | $1.52B | Buy |
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|
2022
Q1 | $1.8B | Sell |
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|
2021
Q4 | $2.78B | Buy |
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|
2021
Q3 | $1.51B | Sell |
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|
2021
Q2 | $1.66B | Buy |
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|
2021
Q1 | $1.52B | Buy |
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|
2020
Q4 | $1B | Sell |
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|
2020
Q3 | $912M | Sell |
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|
2020
Q2 | $846M | Sell |
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|
2020
Q1 | $731M | Sell |
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|
2019
Q4 | $992M | Buy |
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|
2019
Q3 | $891M | Sell |
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|
2019
Q2 | $899M | Sell |
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|
2019
Q1 | $887M | Sell |
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|
2018
Q4 | $835M | Buy |
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|
2018
Q3 | $696M | Sell |
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|
2018
Q2 | $652M | Sell |
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|
2018
Q1 | $635M | Sell |
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|
2017
Q4 | $645M | Sell |
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|
2017
Q3 | $609M | Buy |
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|
2017
Q2 | $541M | Sell |
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|
2017
Q1 | $531M | Buy |
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|
2016
Q4 | $481M | Buy |
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|
2016
Q3 | $372M | Sell |
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|
2016
Q2 | $474M | Buy |
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|
2016
Q1 | $343M | Buy |
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|
2015
Q4 | $322M | Buy |
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|
2015
Q3 | $277M | Buy |
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|
2015
Q2 | $293M | Sell |
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|
2015
Q1 | $349M | Sell |
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|
2014
Q4 | $371M | Buy |
|