United Capital Financial 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 | $532M | Sell |
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|
2025
Q1 | $553M | Buy |
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|
2024
Q4 | $571M | Sell |
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|
2024
Q3 | $582M | Sell |
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|
2024
Q2 | $601M | Sell |
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|
2024
Q1 | $629M | Sell |
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|
2023
Q4 | $720M | Buy |
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|
2023
Q3 | $442M | Sell |
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|
2023
Q2 | $660M | Sell |
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|
2023
Q1 | $618M | Sell |
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|
2022
Q4 | $586M | Buy |
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|
2022
Q3 | $543M | Buy |
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|
2022
Q2 | $573M | Sell |
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|
2022
Q1 | $688M | Sell |
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|
2021
Q4 | $733M | Sell |
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|
2021
Q3 | $665M | Buy |
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|
2021
Q2 | $661M | Buy |
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|
2021
Q1 | $586M | Sell |
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|
2020
Q4 | $559M | Sell |
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|
2020
Q3 | $516M | Sell |
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|
2020
Q2 | $489M | Sell |
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|
2020
Q1 | $406M | Buy |
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|
2019
Q4 | $454M | Sell |
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|
2019
Q3 | $430M | Sell |
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|
2019
Q2 | $533M | Buy |
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|
2019
Q1 | $459M | Buy |
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|
2018
Q4 | $376M | Buy |
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|
2018
Q3 | $413M | Buy |
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|
2018
Q2 | $350M | Buy |
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|
2018
Q1 | $331M | Buy |
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|
2017
Q4 | $333M | Sell |
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|
2017
Q3 | $319M | Buy |
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|
2017
Q2 | $305M | Buy |
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|
2017
Q1 | $284M | Sell |
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|
2016
Q4 | $288M | Sell |
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|
2016
Q3 | $287M | Buy |
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|
2016
Q2 | $256M | Buy |
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|
2016
Q1 | $211M | Buy |
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|
2015
Q4 | $207M | Buy |
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|
2015
Q3 | $172M | Buy |
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|
2015
Q2 | $170M | Buy |
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|
2015
Q1 | $146M | Buy |
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|
2014
Q4 | $116M | Buy |
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|
2014
Q3 | $93.3M | Buy |
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|
2014
Q2 | $84.9M | Buy |
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|
2014
Q1 | $79.3M | Buy |
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|
2013
Q4 | $74.6M | Buy |
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|
2013
Q3 | $64.6M | Buy |
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|
2013
Q2 | $58.5M | Buy |
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