Madrona Financial Services’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 | $55.3M | Buy |
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|
2025
Q1 | $48.5M | Buy |
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|
2024
Q4 | $31.3M | Buy |
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|
2024
Q3 | $26.5M | Buy |
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|
2024
Q2 | $21.1M | Sell |
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|
2024
Q1 | $25.6M | Sell |
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|
2023
Q4 | $23.6M | Sell |
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|
2023
Q3 | $23.5M | Buy |
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|
2023
Q2 | $4.65M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $610K | Hold |
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|
2022
Q1 | $726K | Hold |
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|
2021
Q4 | $768K | Hold |
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|
2021
Q3 | $694K | Hold |
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|
2021
Q2 | $692K | Sell |
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|
2021
Q1 | $855K | Buy |
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