Maryland Capital 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 | $7.36K | Hold |
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|
2025
Q2 | $6.83K | Hold |
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|
2025
Q1 | $6.18K | Hold |
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|
2024
Q4 | $6.48K | Hold |
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|
2024
Q3 | $6.35K | Hold |
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|
2024
Q2 | $6.02K | Hold |
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|
2024
Q1 | $5.78K | Hold |
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|
2023
Q4 | $5.25K | Hold |
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|
2023
Q3 | $4.72K | Hold |
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|
2023
Q2 | $4.9K | Hold |
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|
2023
Q1 | $4.52K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $36K | Buy |
|