Vontobel Holding’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 | $3.92M | Sell |
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|
2025
Q2 | $5.43M | Buy |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $3.7M | Sell |
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|
2024
Q3 | $3.76M | Sell |
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|
2024
Q2 | $3.57M | Hold |
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|
2024
Q1 | $3.43M | Sell |
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|
2023
Q4 | $3.98M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $895K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $727K | Buy |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $23K | Buy |
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|
2021
Q2 | $5K | Buy |
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