Verus Financial Partners’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 | $30.6M | Sell |
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|
2025
Q1 | $26.4M | Buy |
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|
2024
Q4 | $28M | Sell |
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|
2024
Q3 | $28M | Sell |
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|
2024
Q2 | $26.9M | Sell |
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|
2024
Q1 | $26.3M | Buy |
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|
2023
Q4 | $24.5M | Sell |
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|
2023
Q3 | $24.1M | Buy |
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|
2023
Q2 | $25.3M | Sell |
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|
2023
Q1 | $23.3M | Sell |
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|
2022
Q4 | $23.9M | Sell |
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|
2022
Q3 | $21.9M | Sell |
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|
2022
Q2 | $24.2M | Sell |
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|
2022
Q1 | $27.3M | Sell |
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|
2021
Q4 | $32.5M | Sell |
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|
2021
Q3 | $30.7M | Sell |
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|
2021
Q2 | $29.8M | Sell |
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|
2021
Q1 | $28.7M | Sell |
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|
2020
Q4 | $27.5M | Buy |
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|
2020
Q3 | $4.6M | Sell |
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|
2020
Q2 | $23M | Sell |
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|
2020
Q1 | $19.2M | Sell |
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|
2019
Q4 | $24.3M | Sell |
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|
2019
Q3 | $23.8M | Buy |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $23.4M | Buy |
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|
2018
Q4 | $24.1M | Hold |
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|
2018
Q3 | $24.1M | Sell |
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|
2018
Q2 | $22.5M | Sell |
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|
2018
Q1 | $22.4M | Buy |
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|
2017
Q4 | $477K | Sell |
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|
2017
Q3 | $22M | Sell |
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|
2017
Q2 | $23.2M | Sell |
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|
2017
Q1 | $26M | Sell |
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|
2016
Q4 | $30.6M | Buy |
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|
2016
Q3 | $29.5M | Sell |
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|
2016
Q2 | $28.8M | Buy |
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|
2016
Q1 | $28.2M | Buy |
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|
2015
Q4 | $28M | Buy |
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|
2015
Q3 | $26.3M | Buy |
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|
2015
Q2 | $28.2M | Buy |
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|
2015
Q1 | $28.2M | Sell |
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|
2014
Q4 | $28.4M | Buy |
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|
2014
Q3 | $26.8M | Sell |
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|
2014
Q2 | $27M | Sell |
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|
2014
Q1 | $26.5M | Sell |
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|
2013
Q4 | $26.8M | Buy |
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|
2013
Q3 | $24M | Buy |
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|
2013
Q2 | $22.4M | Buy |
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