Maripau 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
Q2 | $2.81M | Sell |
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|
2025
Q1 | $4.1M | Sell |
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|
2024
Q4 | $5.36M | Sell |
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|
2024
Q3 | $7.53M | Sell |
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|
2024
Q2 | $8.13M | Sell |
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|
2024
Q1 | $8.94M | Sell |
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|
2023
Q4 | $9.13M | Buy |
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|
2023
Q3 | $7.84M | Buy |
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|
2023
Q2 | $7.52M | Buy |
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|
2023
Q1 | $6.52M | Buy |
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $6.14M | Buy |
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|
2022
Q2 | $6.17M | Sell |
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|
2022
Q1 | $7.46M | Buy |
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|
2021
Q4 | $7.06M | Buy |
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