Mason Investment Advisory Services’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 | $716K | Buy |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $675K | Sell |
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|
2024
Q3 | $701K | Sell |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $754K | Hold |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $667K | Hold |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $241K | Buy |
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