Mayfair Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
4,405
+413
| +10% | +$264K | 1.33% | 17 |
|
|
2025
Q1 | $2.24M | Buy |
3,992
+25
| +0.6% | +$14K | 1.29% | 17 |
|
|
2024
Q4 | $2.34M | Buy |
3,967
+135
| +4% | +$79.5K | 1.38% | 18 |
|
|
2024
Q3 | $2.21M | Buy |
3,832
+198
| +5% | +$114K | 1.39% | 15 |
|
|
2024
Q2 | $2.05M | Buy |
3,634
+537
| +17% | +$302K | 1.39% | 15 |
|
|
2024
Q1 | $1.63M | Buy |
3,097
+2,377
| +330% | +$1.25M | 1.18% | 17 |
|
|
2023
Q4 | $342K | Buy |
+720
| New | +$342K | 0.29% | 72 |
|