Mascoma 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 | $72.1M | Buy |
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|
2025
Q1 | $63.6M | Buy |
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|
2024
Q4 | $60.9M | Sell |
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|
2024
Q3 | $60.4M | Sell |
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|
2024
Q2 | $64.4M | Buy |
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|
2024
Q1 | $60.4M | Sell |
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|
2023
Q4 | $56M | Buy |
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|
2023
Q3 | $50.3M | Buy |
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|
2023
Q2 | $51.7M | Buy |
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|
2023
Q1 | $42.5M | Buy |
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|
2022
Q4 | $36M | Buy |
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|
2022
Q3 | $30.2M | Buy |
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|
2022
Q2 | $29.7M | Buy |
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|
2022
Q1 | $32.8M | Buy |
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|
2021
Q4 | $29.5M | Buy |
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|
2021
Q3 | $25.2M | Buy |
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|
2021
Q2 | $24.3M | Buy |
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|
2021
Q1 | $20.5M | Buy |
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|
2020
Q4 | $8.88M | Buy |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.73M | Sell |
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|
2018
Q4 | $1.75M | Hold |
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|
2018
Q3 | $2.03M | Buy |
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|
2018
Q2 | $1.85M | Buy |
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|
2018
Q1 | $1.6M | Buy |
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|
2017
Q4 | $1.66M | Sell |
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|
2017
Q3 | $4.96M | Sell |
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|
2017
Q2 | $5.21M | Sell |
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|
2017
Q1 | $7.91M | Buy |
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|
2016
Q4 | $6.11M | Buy |
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