Matrix Private Capital 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 | $568K | Sell |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $744K | Buy |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $532K | Hold |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $3.84M | Buy |
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|
2023
Q2 | $3.8M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $4.02M | Sell |
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|
2022
Q3 | $3.79M | Sell |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $4.93M | Sell |
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|
2021
Q4 | $5.31M | Buy |
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|
2021
Q3 | $4.76M | Sell |
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|
2021
Q2 | $4.82M | Buy |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.5M | Buy |
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