MSWM
Mader & Shannon Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-41,803
| Closed | -$13.5M | – | 18 |
|
|
2019
Q4 | $13.5M | Buy |
41,803
+676
| +2% | +$219K | 10.88% | 5 |
|
|
2019
Q3 | $12.3M | Buy |
+41,127
| New | +$12.3M | 9.72% | 5 |
|
|
2018
Q4 | – | Sell |
-56,143
| Closed | -$16.4M | – | 17 |
|
|
2018
Q3 | $16.4M | Buy |
+56,143
| New | +$16.4M | 12.74% | 3 |
|
|
2017
Q1 | – | Sell |
-62,898
| Closed | -$14.2M | – | 15 |
|
|
2016
Q4 | $14.2M | Buy |
+62,898
| New | +$14.2M | 11.77% | 5 |
|
|
2016
Q3 | – | Sell |
-165,355
| Closed | -$34.8M | – | 23 |
|
|
2016
Q2 | $34.8M | Sell |
165,355
-12,155
| -7% | -$2.56M | 24.97% | 2 |
|
|
2016
Q1 | $36.7M | Buy |
+177,510
| New | +$36.7M | 24.79% | 2 |
|