Marks Group 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
$992K Sell
2025
Q1
$925K Sell
2024
Q4
$981K Sell
2024
Q3
$1.04M Buy
2024
Q2
$912K Buy
2024
Q1
$811K Sell
2023
Q4
$902K Buy
2022
Q1
Sell
2021
Q4
$20.2M Sell
2021
Q3
$19.1M Sell
2021
Q2
$19.5M Buy
2021
Q1
$9.69M Sell
2020
Q4
$13.1M Sell
2020
Q3
$12M Buy
2020
Q2
$345K Sell
2020
Q1
$414K Buy