Mackenzie Financial’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 | $123M | Buy |
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|
2025
Q1 | $104M | Buy |
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|
2024
Q4 | $101M | Sell |
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|
2024
Q3 | $114M | Sell |
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|
2024
Q2 | $108M | Buy |
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|
2024
Q1 | $84.4M | Buy |
|
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|
2023
Q4 | $64.9M | Sell |
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|
2023
Q3 | $60.7M | Buy |
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|
2023
Q2 | $61.6M | Buy |
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|
2023
Q1 | $54.4M | Sell |
|
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|
2022
Q4 | $55.3M | Sell |
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|
2022
Q3 | $242M | Sell |
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|
2022
Q2 | $258M | Buy |
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|
2022
Q1 | $307M | Buy |
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|
2021
Q4 | $316M | Buy |
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|
2021
Q3 | $251M | Sell |
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|
2021
Q2 | $277M | Buy |
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|
2021
Q1 | $256M | Buy |
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|
2020
Q4 | $179M | Sell |
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|
2020
Q3 | $208M | Buy |
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|
2020
Q2 | $55.8M | Buy |
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|
2020
Q1 | $20.9M | Hold |
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|
2019
Q4 | $26.1M | Buy |
|
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|
2019
Q3 | $23.9M | Sell |
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|
2019
Q2 | $38M | Sell |
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|
2019
Q1 | $124M | Buy |
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|
2018
Q4 | $440K | Buy |
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|
2018
Q3 | $299K | Sell |
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|
2018
Q2 | $543K | Sell |
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|
2018
Q1 | $13.7M | Buy |
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|
2017
Q4 | $366K | Buy |
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