Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.29M | Sell |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $3.2M | Sell |
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|
2022
Q4 | $3M | Hold |
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|
2022
Q3 | $2.8M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $3.67M | Buy |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $3.48M | Sell |
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|
2021
Q2 | $3.5M | Sell |
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|
2021
Q1 | $3.24M | Sell |
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|
2020
Q4 | $3.1M | Sell |
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|
2020
Q3 | $2.85M | Sell |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $4.22M | Buy |
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