Unionview LLC’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
2024
Q4
$1.85M Buy
2024
Q3
$1.79M Sell
2024
Q2
$1.72M Sell
2024
Q1
$1.73M Buy
2023
Q4
$1.56M Sell
2023
Q3
$1.48M Buy
2023
Q2
$526K Sell
2023
Q1
$486K Buy
2022
Q4
$453K Buy
2022
Q3
$408K Buy
2022
Q2
$403K Buy
2022
Q1
$229K Sell
2021
Q4
$265K Buy