Madison Wealth Partners’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 | $20.9M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $17.9M | Buy |
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|
2024
Q3 | $17.1M | Buy |
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|
2024
Q2 | $15.8M | Sell |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $12.5M | Buy |
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|
2023
Q1 | $10.5M | Buy |
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|
2022
Q4 | $9.56M | Buy |
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|
2022
Q3 | $8.9M | Buy |
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|
2022
Q2 | $9.12M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $8.55M | Buy |
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|
2021
Q2 | $8.16M | Buy |
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|
2021
Q1 | $6.83M | Sell |
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|
2020
Q4 | $6.86M | Buy |
|