Mason & Associates (Virginia)’s iShares Core S&P 500 ETF IVV Stock Holding History

Mason & Associates (Virginia)’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.62M	Hold
2025 Q2	$3.62M	Sell
2025 Q1	$3.35M	Sell
2024 Q4	$3.58M	Sell
2024 Q3	$3.57M	Sell
2024 Q2	$3.4M	Sell
2024 Q1	$3.56M	Buy