MAS 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
$5.12M Sell
2025
Q2
$4.79M Sell
2025
Q1
$5.76M Buy
2024
Q4
$4.37M Buy
2024
Q3
$502K Sell
2024
Q2
$481K Hold
2024
Q1
$462K Sell
2023
Q4
$429K Hold
2023
Q3
$386K Sell
2023
Q2
$410K Sell
2023
Q1
$393K Hold
2022
Q4
$367K Sell
2022
Q3
$750K Sell
2022
Q2
$1.1M Buy
2022
Q1
$336K Sell
2021
Q4
$1.2M Buy