Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $184M | Sell |
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|
2023
Q4 | $171M | Sell |
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|
2023
Q3 | $154M | Sell |
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|
2023
Q2 | $162M | Sell |
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|
2023
Q1 | $151M | Sell |
|
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|
2022
Q4 | $145M | Sell |
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|
2022
Q3 | $138M | Buy |
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|
2022
Q2 | $145M | Buy |
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|
2022
Q1 | $158M | Sell |
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|
2021
Q4 | $183M | Sell |
|
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|
2021
Q3 | $165M | Sell |
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|
2021
Q2 | $172M | Buy |
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|
2021
Q1 | $157M | Sell |
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|
2020
Q4 | $152M | Sell |
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|
2020
Q3 | $141M | Sell |
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|
2020
Q2 | $138M | Buy |
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|
2020
Q1 | $115M | Sell |
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|
2019
Q4 | $145M | Buy |
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|
2019
Q3 | $131M | Sell |
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|
2019
Q2 | $129M | Buy |
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|
2019
Q1 | $124M | Sell |
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|
2018
Q4 | $113M | Buy |
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|
2018
Q3 | $119M | Sell |
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|
2018
Q2 | $119M | Sell |
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|
2018
Q1 | $117M | Sell |
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|
2017
Q4 | $127M | Sell |
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|
2017
Q3 | $124M | Sell |
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|
2017
Q2 | $126M | Buy |
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|
2017
Q1 | $112M | Buy |
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|
2016
Q4 | $104M | Buy |
|
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|
2016
Q3 | $99.6M | Sell |
|
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|
2016
Q2 | $97.2M | Sell |
|
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|
2016
Q1 | $95.9M | Buy |
|
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|
2015
Q4 | $91.2M | Buy |
|
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|
2015
Q3 | $80.7M | Buy |
|
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|
2015
Q2 | $86.1M | Sell |
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|
2015
Q1 | $90.8M | Buy |
|
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|
2014
Q4 | $89M | Buy |
|
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|
2014
Q3 | $74.9M | Buy |
|
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|
2014
Q2 | $68.7M | Buy |
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|
2014
Q1 | $63.9M | Buy |
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|
2013
Q4 | $53.8M | Buy |
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|
2013
Q3 | $47.8M | Sell |
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|
2013
Q2 | $51M | Buy |
|