Marco Investment 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
Q2 | $633K | Sell |
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|
2025
Q1 | $582K | Sell |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $606K | Hold |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $495K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $209K | Hold |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $236K | Hold |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $204K | Buy |
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