Allen Mooney & Barnes Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $608K | Sell |
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|
2025
Q2 | $588K | Sell |
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|
2025
Q1 | $537K | Buy |
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|
2024
Q4 | $479K | Hold |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $822K | Buy |
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|
2024
Q1 | $656K | Buy |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $2.51M | Buy |
|