Windham Capital 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
Q3 | – | Sell |
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|
2024
Q2 | $5.42M | Hold |
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|
2024
Q1 | $5.2M | Hold |
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|
2023
Q4 | $4.73M | Hold |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $4.46M | Hold |
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|
2023
Q1 | $4.11M | Sell |
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|
2022
Q4 | $3.87M | Buy |
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $29.1M | Buy |
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|
2022
Q1 | $34.8M | Hold |
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|
2021
Q4 | $36.5M | Sell |
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|
2021
Q3 | $65.4M | Buy |
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|
2021
Q2 | $33M | Sell |
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|
2021
Q1 | $31.8M | Sell |
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|
2020
Q4 | $34.5M | Hold |
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|
2020
Q3 | $30.9M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $31.2M | Buy |
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