Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.84M | Buy |
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|
2023
Q2 | $7.82M | Buy |
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|
2023
Q1 | $7.21M | Buy |
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|
2022
Q4 | $6.75M | Buy |
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|
2022
Q3 | $6.28M | Sell |
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|
2022
Q2 | $6.96M | Sell |
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|
2022
Q1 | $19.3M | Sell |
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|
2021
Q4 | $21.2M | Buy |
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|
2021
Q3 | $17.2M | Buy |
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|
2021
Q2 | $15.8M | Sell |
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|
2021
Q1 | $16.9M | Buy |
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|
2020
Q4 | $15M | Buy |
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|
2020
Q3 | $12.5M | Buy |
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|
2020
Q2 | $10.8M | Buy |
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|
2020
Q1 | $8.04M | Buy |
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|
2019
Q4 | $7.65M | Buy |
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|
2019
Q3 | $6.51M | Buy |
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|
2019
Q2 | $6.29M | Buy |
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|
2019
Q1 | $3.59M | Buy |
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|
2018
Q4 | $2.04M | Buy |
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|
2018
Q3 | $1.33M | Buy |
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|
2018
Q2 | $574K | Buy |
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|
2018
Q1 | $329K | Buy |
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|
2017
Q4 | $325K | Buy |
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