Valmark 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 | $41.5M | Buy |
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|
2025
Q2 | $37.2M | Sell |
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|
2025
Q1 | $34M | Buy |
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|
2024
Q4 | $34.2M | Buy |
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|
2024
Q3 | $32.8M | Sell |
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|
2024
Q2 | $32.8M | Buy |
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|
2024
Q1 | $28.5M | Buy |
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|
2023
Q4 | $24.5M | Sell |
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|
2023
Q3 | $22.5M | Buy |
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|
2023
Q2 | $22.2M | Sell |
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|
2023
Q1 | $21.4M | Buy |
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|
2022
Q4 | $17.8M | Buy |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $14M | Buy |
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|
2022
Q1 | $15.5M | Sell |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $11.6M | Buy |
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|
2020
Q4 | $10.8M | Buy |
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|
2020
Q3 | $7.82M | Buy |
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|
2020
Q2 | $5.51M | Sell |
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|
2020
Q1 | $4.85M | Buy |
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|
2019
Q4 | $1.83M | Buy |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $1.05M | Buy |
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|
2018
Q3 | $869K | Sell |
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|
2018
Q2 | $886K | Buy |
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|
2018
Q1 | $732K | Sell |
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|
2017
Q4 | $298M | Buy |
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