M3 Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
8,222
+98
| +1% | +$60.8K | 3.53% | 6 |
|
|
2025
Q1 | $4.57M | Buy |
8,124
+55
| +0.7% | +$30.9K | 3.61% | 5 |
|
|
2024
Q4 | $4.75M | Buy |
8,069
+278
| +4% | +$164K | 3.4% | 5 |
|
|
2024
Q3 | $4.49M | Buy |
7,791
+463
| +6% | +$267K | 3.3% | 5 |
|
|
2024
Q2 | $4.01M | Buy |
7,328
+346
| +5% | +$189K | 3.3% | 5 |
|
|
2024
Q1 | $3.67M | Buy |
6,982
+988
| +16% | +$519K | 3.33% | 5 |
|
|
2023
Q4 | $2.86M | Buy |
+5,994
| New | +$2.86M | 3.35% | 5 |
|