Mattern 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 | $3.46M | Sell |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $3.27M | Sell |
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|
2024
Q3 | $3.25M | Sell |
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|
2024
Q2 | $3.44M | Sell |
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|
2024
Q1 | $3.36M | Sell |
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|
2023
Q4 | $3.06M | Sell |
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|
2023
Q3 | $2.76M | Sell |
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|
2023
Q2 | $2.91M | Sell |
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|
2023
Q1 | $2.81M | Sell |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $2.51M | Sell |
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|
2022
Q2 | $2.66M | Sell |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $3.42M | Sell |
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|
2021
Q3 | $3.15M | Sell |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $2.83M | Sell |
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|
2020
Q4 | $6.54M | Sell |
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|
2020
Q3 | $7.31M | Buy |
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|
2020
Q2 | $5.5M | Sell |
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|
2020
Q1 | $4.81M | Buy |
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|
2019
Q4 | $3.55M | Buy |
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