Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $300M | Buy |
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|
2020
Q2 | $122M | Buy |
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|
2020
Q1 | $94.5M | Buy |
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|
2019
Q4 | $105M | Buy |
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|
2019
Q3 | $90M | Buy |
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|
2019
Q2 | $86.1M | Buy |
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|
2019
Q1 | $80.6M | Buy |
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|
2018
Q4 | $67.5M | Buy |
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|
2018
Q3 | $76.4M | Buy |
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|
2018
Q2 | $70.7M | Buy |
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|
2018
Q1 | $65M | Buy |
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|
2017
Q4 | $64.3M | Buy |
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|
2017
Q3 | $50.1M | Buy |
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|
2017
Q2 | $47.3M | Buy |
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|
2017
Q1 | $45.3M | Buy |
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|
2016
Q4 | $42.4M | Sell |
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|
2016
Q3 | $44.2M | Buy |
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|
2016
Q2 | $42M | Buy |
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|
2016
Q1 | $40.4M | Buy |
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|
2015
Q4 | $39.9M | Buy |
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