MF
Manchester Financial’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 | $262K | Buy |
422
+47
| +13% | +$29.2K | 0.05% | 104 |
|
2025
Q1 | $211K | Buy |
+375
| New | +$211K | 0.05% | 112 |
|
2021
Q2 | – | Sell |
-58
| Closed | -$23K | – | 347 |
|
2021
Q1 | $23K | Hold |
58
| – | – | 0.01% | 300 |
|
2020
Q4 | $22K | Hold |
58
| – | – | 0.01% | 267 |
|
2020
Q3 | $19K | Sell |
58
-72
| -55% | -$23.6K | 0.01% | 241 |
|
2020
Q2 | $40K | Hold |
130
| – | – | 0.03% | 141 |
|
2020
Q1 | $34K | Hold |
130
| – | – | 0.03% | 152 |
|
2019
Q4 | $42K | Buy |
+130
| New | +$42K | 0.02% | 165 |
|
2019
Q3 | – | Sell |
-144
| Closed | -$43K | – | 248 |
|
2019
Q2 | $43K | Buy |
+144
| New | +$43K | 0.02% | 155 |
|