Magnus Financial Group’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 | $5.84M | Buy |
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|
2025
Q1 | $4.79M | Sell |
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|
2024
Q4 | $5.07M | Buy |
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|
2024
Q3 | $4.52M | Sell |
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|
2024
Q2 | $4.36M | Buy |
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|
2024
Q1 | $3.77M | Sell |
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|
2023
Q4 | $3.55M | Buy |
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.7M | Sell |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $2.05M | Sell |
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|
2021
Q4 | $2.2M | Buy |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $1.81M | Buy |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $110M | Sell |
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|
2020
Q3 | $99.3M | Sell |
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|
2020
Q2 | $92.8M | Buy |
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|
2020
Q1 | $77.4M | Buy |
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|
2019
Q4 | $80.6M | Buy |
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|
2019
Q3 | $40.3M | Sell |
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|
2019
Q2 | $39.8M | Sell |
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|
2019
Q1 | $38.4M | Buy |
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|
2018
Q4 | $11.3M | Buy |
|