Marshall Financial Group (Maryland)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
1,711
+3
| +0.2% | +$1.87K | 0.21% | 111 |
|
|
2025
Q1 | $960K | Sell |
1,708
-266
| -13% | -$150K | 0.21% | 116 |
|
|
2024
Q4 | $1.16M | Sell |
1,974
-11
| -0.6% | -$6.48K | 0.28% | 90 |
|
|
2024
Q3 | $1.15M | Buy |
1,985
+1,091
| +122% | +$629K | 0.27% | 98 |
|
|
2024
Q2 | $489K | Buy |
894
+110
| +14% | +$60.2K | 0.14% | 131 |
|
|
2024
Q1 | $412K | Sell |
784
-1,004
| -56% | -$528K | 0.12% | 134 |
|
|
2023
Q4 | $854K | Sell |
1,788
-477
| -21% | -$228K | 0.28% | 102 |
|
|
2023
Q3 | $973K | Buy |
+2,265
| New | +$973K | 0.35% | 67 |
|
|
2022
Q2 | – | Sell |
-1,963
| Closed | -$891K | – | 202 |
|
|
2022
Q1 | $891K | Buy |
+1,963
| New | +$891K | 0.36% | 97 |
|