Maia Wealth’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
$9.95M Sell
2025
Q1
$9.96M Buy
2024
Q4
$10.6M Buy
2024
Q3
$9.48M Buy
2024
Q2
$8.56M Buy
2023
Q4
$6.45M Buy