MCM
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Magnolia Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Magnolia Capital Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-153
Closed -$66K – 94
2023
Q3 		$66K Hold
153
– – 0.06% 82
2023
Q2 		$68K Hold
153
– – 0.06% 89
2023
Q1 		$63K Hold
153
– – 0.06% 100
2022
Q4 		$59K Buy
+153
New +$59K 0.06% 102