Market Street Wealth Management Advisors’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 | $20.1M | Sell |
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|
2025
Q2 | $18.7M | Sell |
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|
2025
Q1 | $17.2M | Sell |
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|
2024
Q4 | $18.5M | Sell |
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|
2024
Q3 | $18.8M | Sell |
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|
2024
Q2 | $18.1M | Sell |
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|
2024
Q1 | $17.7M | Sell |
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|
2023
Q4 | $16.8M | Sell |
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|
2023
Q3 | $39.9M | Buy |
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|
2023
Q2 | $37.5M | Sell |
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|
2023
Q1 | $35.1M | Sell |
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|
2022
Q4 | $44.3M | Sell |
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|
2022
Q3 | $44.5M | Buy |
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|
2022
Q2 | $42.1M | Sell |
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|
2022
Q1 | $50.8M | Buy |
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|
2021
Q4 | $39.4M | Buy |
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|
2021
Q3 | $31.7M | Buy |
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|
2021
Q2 | $29M | Buy |
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|
2021
Q1 | $26M | Buy |
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|
2020
Q4 | $21.8M | Buy |
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|
2020
Q3 | $19.1M | Sell |
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|
2020
Q2 | $17.7M | Buy |
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|
2020
Q1 | $14.1M | Buy |
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|
2019
Q4 | $16.3M | Buy |
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|
2019
Q3 | $13.7M | Buy |
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|
2019
Q2 | $13M | Buy |
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|
2019
Q1 | $8.31M | Buy |
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|
2018
Q4 | $5.8M | Buy |
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