Marcum Wealth’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
Q1 | $194M | Buy |
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|
2024
Q4 | $197M | Buy |
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|
2024
Q3 | $190M | Buy |
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|
2024
Q2 | $176M | Buy |
|
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|
2024
Q1 | $165M | Sell |
|
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|
2023
Q4 | $167M | Buy |
|
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|
2023
Q3 | $144M | Buy |
|
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|
2023
Q2 | $142M | Buy |
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|
2023
Q1 | $121M | Buy |
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|
2022
Q4 | $102M | Sell |
|
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|
2022
Q3 | $98.7M | Buy |
|
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|
2022
Q2 | $84.6M | Buy |
|
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|
2022
Q1 | $67.1M | Buy |
|
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|
2021
Q4 | $69M | Sell |
|
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|
2021
Q3 | $63.8M | Sell |
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|
2021
Q2 | $65.7M | Sell |
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|
2021
Q1 | $61.2M | Sell |
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|
2020
Q4 | $59.3M | Sell |
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|
2020
Q3 | $55.2M | Sell |
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|
2020
Q2 | $58.1M | Sell |
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|
2020
Q1 | $53M | Buy |
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|
2019
Q4 | $39.2M | Buy |
|