MWM
Maripau Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
4,522
-2,774
| -38% | -$1.72M | 1.41% | 16 |
|
|
2025
Q1 | $4.1M | Sell |
7,296
-1,816
| -20% | -$1.02M | 2.35% | 8 |
|
|
2024
Q4 | $5.36M | Sell |
9,112
-3,940
| -30% | -$2.32M | 3.18% | 5 |
|
|
2024
Q3 | $7.53M | Sell |
13,052
-1,798
| -12% | -$1.04M | 6.52% | 3 |
|
|
2024
Q2 | $8.13M | Sell |
14,850
-2,152
| -13% | -$1.18M | 5.55% | 3 |
|
|
2024
Q1 | $8.94M | Sell |
17,002
-2,116
| -11% | -$1.11M | 6.7% | 2 |
|
|
2023
Q4 | $9.13M | Buy |
19,118
+861
| +5% | +$411K | 7.94% | 2 |
|
|
2023
Q3 | $7.84M | Buy |
18,257
+1,394
| +8% | +$599K | 7.21% | 3 |
|
|
2023
Q2 | $7.52M | Buy |
16,863
+992
| +6% | +$442K | 6.69% | 2 |
|
|
2023
Q1 | $6.52M | Buy |
15,871
+23
| +0.1% | +$9.46K | 6.79% | 2 |
|
|
2022
Q4 | $6.19M | Buy |
15,848
+25
| +0.2% | +$9.76K | 6.44% | 2 |
|
|
2022
Q3 | $6.14M | Buy |
15,823
+881
| +6% | +$342K | 6.62% | 3 |
|
|
2022
Q2 | $6.17M | Sell |
14,942
-2,370
| -14% | -$979K | 6.67% | 3 |
|
|
2022
Q1 | $7.46M | Buy |
17,312
+1,670
| +11% | +$719K | 6.74% | 3 |
|
|
2021
Q4 | $7.06M | Buy |
+15,642
| New | +$7.06M | 6.69% | 3 |
|