Mayflower Financial Advisors’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
Q3 | $38M | Sell |
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|
2025
Q2 | $36.7M | Sell |
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|
2025
Q1 | $39.2M | Sell |
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|
2024
Q4 | $42.9M | Sell |
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|
2024
Q3 | $45.9M | Sell |
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|
2024
Q2 | $52M | Sell |
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|
2024
Q1 | $51.8M | Buy |
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|
2023
Q4 | $47M | Sell |
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|
2023
Q3 | $42.8M | Sell |
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|
2023
Q2 | $51.7M | Sell |
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|
2023
Q1 | $50.4M | Sell |
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|
2022
Q4 | $48.3M | Sell |
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|
2022
Q3 | $46M | Sell |
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|
2022
Q2 | $49.1M | Sell |
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|
2022
Q1 | $61.9M | Sell |
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|
2021
Q4 | $65.8M | Buy |
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|
2021
Q3 | $62.5M | Buy |
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|
2021
Q2 | $57.5M | Buy |
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|
2021
Q1 | $52.6M | Buy |
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|
2020
Q4 | $48M | Buy |
|