Madison Wealth Partners’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 | $20.9M | Buy |
33,592
+1,922
| +6% | +$1.19M | 4.55% | 7 |
|
|
2025
Q1 | $17.8M | Buy |
31,670
+1,210
| +4% | +$680K | 4.39% | 7 |
|
|
2024
Q4 | $17.9M | Buy |
30,460
+772
| +3% | +$454K | 5.01% | 5 |
|
|
2024
Q3 | $17.1M | Buy |
29,688
+777
| +3% | +$448K | 5.07% | 4 |
|
|
2024
Q2 | $15.8M | Sell |
28,911
-1,240
| -4% | -$679K | 5.43% | 5 |
|
|
2024
Q1 | $15.9M | Buy |
30,151
+392
| +1% | +$206K | 5.73% | 4 |
|
|
2023
Q4 | $14.2M | Buy |
29,759
+1,298
| +5% | +$620K | 5.64% | 4 |
|
|
2023
Q3 | $12.2M | Buy |
28,461
+527
| +2% | +$226K | 6.18% | 4 |
|
|
2023
Q2 | $12.5M | Buy |
27,934
+2,366
| +9% | +$1.05M | 5.82% | 5 |
|
|
2023
Q1 | $10.5M | Buy |
25,568
+675
| +3% | +$277K | 5.3% | 6 |
|
|
2022
Q4 | $9.56M | Buy |
24,893
+88
| +0.4% | +$33.8K | 5.58% | 5 |
|
|
2022
Q3 | $8.9M | Buy |
24,805
+762
| +3% | +$273K | 5.82% | 5 |
|
|
2022
Q2 | $9.12M | Buy |
24,043
+1,291
| +6% | +$489K | 5.79% | 5 |
|
|
2022
Q1 | $10.3M | Buy |
22,752
+974
| +4% | +$442K | 5.77% | 5 |
|
|
2021
Q4 | $10.4M | Buy |
21,778
+1,937
| +10% | +$924K | 5.22% | 6 |
|
|
2021
Q3 | $8.55M | Buy |
19,841
+865
| +5% | +$373K | 4.82% | 7 |
|
|
2021
Q2 | $8.16M | Buy |
18,976
+777
| +4% | +$334K | 4.67% | 7 |
|
|
2021
Q1 | $6.83M | Sell |
18,199
-87
| -0.5% | -$32.7K | 4.81% | 7 |
|
|
2020
Q4 | $6.86M | Buy |
+18,286
| New | +$6.86M | 4.6% | 7 |
|