Maltin Wealth Management’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
Q3 | $378K | Buy |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $243K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Buy |
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