Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.59M | Sell |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.1M | Buy |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.2M | Buy |
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|
2016
Q4 | $523K | Buy |
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|
2016
Q3 | $240K | Sell |
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|
2016
Q2 | $369K | Buy |
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|
2016
Q1 | $327K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $104K | Sell |
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|
2015
Q2 | $158K | Buy |
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|
2015
Q1 | $142K | Sell |
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|
2014
Q4 | $212K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1K | Buy |
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