Maia Wealth’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 | $9.95M | Sell |
16,022
-2,367
| -13% | -$1.47M | 1.9% | 8 |
|
|
2025
Q1 | $9.96M | Buy |
18,389
+809
| +5% | +$438K | 2.26% | 6 |
|
|
2024
Q4 | $10.6M | Buy |
17,580
+1,292
| +8% | +$778K | 2.28% | 7 |
|
|
2024
Q3 | $9.48M | Buy |
16,288
+1,120
| +7% | +$652K | 2.34% | 7 |
|
|
2024
Q2 | $8.56M | Buy |
+15,168
| New | +$8.56M | 2.58% | 6 |
|
|
2023
Q4 | $6.45M | Buy |
+13,510
| New | +$6.45M | 2.61% | 7 |
|