Marietta Investment Partners’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 | $476K | Hold |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $439K | Hold |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $408K | Hold |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $372K | Hold |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $335K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $221K | Sell |
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|
2013
Q3 | $216K | Hold |
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|
2013
Q2 | $206K | Buy |
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