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