MSG
Main Street Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
1,109
-72
| -6% | -$44.7K | 0.22% | 44 |
|
|
2025
Q1 | $664K | Sell |
1,181
-147
| -11% | -$82.6K | 0.26% | 48 |
|
|
2024
Q4 | $782K | Buy |
1,328
+109
| +9% | +$64.2K | 0.29% | 38 |
|
|
2024
Q3 | $703K | Sell |
1,219
-78
| -6% | -$45K | 0.28% | 42 |
|
|
2024
Q2 | $711K | Sell |
1,297
-48
| -4% | -$26.3K | 0.3% | 40 |
|
|
2024
Q1 | $706K | Sell |
1,345
-143
| -10% | -$75.1K | 0.31% | 43 |
|
|
2023
Q4 | $711K | Buy |
+1,488
| New | +$711K | 0.25% | 46 |
|