Marietta 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 | $4.92M | Buy |
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|
2025
Q2 | $4.5M | Buy |
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|
2025
Q1 | $4.06M | Buy |
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|
2024
Q4 | $4.21M | Sell |
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|
2024
Q3 | $4.15M | Sell |
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|
2024
Q2 | $3.96M | Sell |
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|
2024
Q1 | $3.81M | Sell |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | $3.14M | Buy |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $2.99M | Sell |
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|
2022
Q4 | $4.37M | Buy |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $3.35M | Sell |
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|
2021
Q4 | $3.54M | Buy |
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|
2021
Q3 | $3.17M | Buy |
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|
2021
Q2 | $3.15M | Sell |
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|
2021
Q1 | $2.96M | Sell |
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|
2020
Q4 | $2.87M | Buy |
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|
2020
Q3 | $2.3M | Buy |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $722K | Buy |
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|
2019
Q3 | $630K | Buy |
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|
2019
Q2 | $592K | Sell |
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|
2019
Q1 | $606K | Sell |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $470K | Buy |
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|
2018
Q2 | $397K | Buy |
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|
2018
Q1 | $335K | Sell |
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|
2017
Q4 | $2.2M | Buy |
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|
2017
Q3 | $1.35M | Buy |
|