Mather Group’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 | $45.3M | Sell |
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|
2025
Q1 | $43.8M | Sell |
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|
2024
Q4 | $53.6M | Sell |
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|
2024
Q3 | $53.4M | Sell |
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|
2024
Q2 | $50.7M | Buy |
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|
2024
Q1 | $42.7M | Sell |
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|
2023
Q4 | $43.1M | Sell |
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|
2023
Q3 | $39.6M | Sell |
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|
2023
Q2 | $45.3M | Buy |
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|
2023
Q1 | $39.6M | Sell |
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|
2022
Q4 | $37.6M | Sell |
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|
2022
Q3 | $35.4M | Buy |
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|
2022
Q2 | $37.1M | Buy |
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|
2022
Q1 | $42.8M | Buy |
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|
2021
Q4 | $44.7M | Sell |
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|
2021
Q3 | $40.9M | Sell |
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|
2021
Q2 | $44.7M | Sell |
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|
2021
Q1 | $42.9M | Sell |
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|
2020
Q4 | $40.8M | Sell |
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|
2020
Q3 | $36.6M | Buy |
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|
2020
Q2 | $2.04M | Buy |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $442K | Sell |
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|
2019
Q2 | $735K | Buy |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $226K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $211K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $411K | Buy |
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