Forvis Mazars Wealth 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
Q2 | $103M | Buy |
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|
2025
Q1 | $85.9M | Sell |
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|
2024
Q4 | $92.3M | Sell |
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|
2024
Q3 | $91.2M | Sell |
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|
2024
Q2 | $87M | Sell |
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|
2024
Q1 | $84.9M | Sell |
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|
2023
Q4 | $79.5M | Sell |
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|
2023
Q3 | $72M | Sell |
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|
2023
Q2 | $75.6M | Sell |
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|
2023
Q1 | $70.3M | Buy |
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|
2022
Q4 | $65.6M | Buy |
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|
2022
Q3 | $60.2M | Sell |
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|
2022
Q2 | $64.2M | Buy |
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|
2022
Q1 | $75.8M | Sell |
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|
2021
Q4 | $80.4M | Buy |
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|
2021
Q3 | $72.3M | Buy |
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|
2021
Q2 | $72M | Sell |
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|
2021
Q1 | $67.5M | Sell |
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|
2020
Q4 | $66.2M | Sell |
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|
2020
Q3 | $63.3M | Sell |
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|
2020
Q2 | $63.4M | Sell |
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|
2020
Q1 | $54.1M | Buy |
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|
2019
Q4 | $65.9M | Sell |
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|
2019
Q3 | $61.5M | Sell |
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|
2019
Q2 | $64.9M | Sell |
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|
2019
Q1 | $64.2M | Buy |
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|
2018
Q4 | $55.1M | Buy |
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|
2018
Q3 | $53.8M | Buy |
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|
2018
Q2 | $49.4M | Sell |
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|
2018
Q1 | $48.4M | Sell |
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|
2017
Q4 | $50.1M | Sell |
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|
2017
Q3 | $48M | Sell |
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|
2017
Q2 | $47.5M | Sell |
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|
2017
Q1 | $49.4M | Sell |
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|
2016
Q4 | $48.1M | Sell |
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|
2016
Q3 | $47.6M | Buy |
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|
2016
Q2 | $45.6M | Buy |
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|
2016
Q1 | $44.2M | Buy |
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|
2015
Q4 | $40.9M | Buy |
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|
2015
Q3 | $37.9M | Sell |
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|
2015
Q2 | $41.9M | Sell |
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|
2015
Q1 | $42.9M | Buy |
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|
2014
Q4 | $42.4M | Buy |
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|
2014
Q3 | $40.3M | Sell |
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|
2014
Q2 | $41.1M | Sell |
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|
2014
Q1 | $41.2M | Sell |
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|
2013
Q4 | $43M | Sell |
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|
2013
Q3 | $40M | Buy |
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