Marion 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 | $1.44M | Hold |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $628K | Sell |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $698K | Sell |
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|
2024
Q2 | $750K | Sell |
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|
2024
Q1 | $990K | Sell |
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|
2023
Q4 | $915K | Sell |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $613K | Hold |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $752K | Buy |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $452K | Buy |
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