Ziegler 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
Q1 | $261K | Hold |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $275K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $240K | Hold |
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|
2020
Q3 | $215K | Buy |
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