Valley National Advisers’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
Q3 | $2.16M | Sell |
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|
2025
Q2 | $2.13M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $3.37M | Buy |
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|
2024
Q3 | $3.24M | Sell |
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|
2024
Q2 | $4.58M | Buy |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $2.79M | Buy |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $198K | Hold |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $164K | Hold |
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|
2021
Q4 | $173K | Hold |
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|
2021
Q3 | $156K | Hold |
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|
2021
Q2 | $156K | Hold |
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|
2021
Q1 | $144K | Sell |
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|
2020
Q4 | $157K | Sell |
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|
2020
Q3 | $145K | Hold |
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|
2020
Q2 | $134K | Sell |
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|
2020
Q1 | $159K | Sell |
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|
2019
Q4 | $209K | Hold |
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|
2019
Q3 | $193K | Buy |
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|
2019
Q2 | $118K | Hold |
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|
2019
Q1 | $114K | Hold |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $117K | Hold |
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|
2018
Q2 | $109K | Hold |
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|
2018
Q1 | $106K | Hold |
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|
2017
Q4 | $108K | Hold |
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $97K | Hold |
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|
2017
Q1 | $95K | Hold |
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|
2016
Q4 | $90K | Hold |
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|
2016
Q3 | $87K | Hold |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $82K | Hold |
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|
2015
Q3 | $77K | Hold |
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|
2015
Q2 | $83K | Hold |
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|
2015
Q1 | $83K | Buy |
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