MBA 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 | $1.71M | Buy |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.8M | Buy |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $2.26M | Hold |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $1.96M | Hold |
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|
2022
Q3 | $1.83M | Hold |
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|
2022
Q2 | $1.93M | Hold |
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|
2022
Q1 | $2.31M | Hold |
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|
2021
Q4 | $2.43M | Buy |
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|
2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.32K | Hold |
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|
2021
Q1 | $1.22K | Buy |
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