Unified Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.17M | Buy |
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|
2021
Q2 | $5.1M | Buy |
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|
2021
Q1 | $4.49M | Buy |
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|
2020
Q4 | $4.22M | Sell |
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|
2020
Q3 | $3.92M | Sell |
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|
2020
Q2 | $3.62M | Buy |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $3.54M | Sell |
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|
2019
Q3 | $3.27M | Sell |
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|
2019
Q2 | $3.23M | Sell |
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|
2019
Q1 | $3.13M | Sell |
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|
2018
Q4 | $2.77M | Buy |
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