MBE 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 | $11.6M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $8.62M | Sell |
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|
2024
Q3 | $8.71M | Sell |
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|
2024
Q2 | $8.65M | Sell |
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|
2024
Q1 | $8.81M | Sell |
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|
2023
Q4 | $39.3M | Sell |
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|
2023
Q3 | $37.5M | Sell |
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|
2023
Q2 | $39.9M | Sell |
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|
2023
Q1 | $37.2M | Sell |
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|
2022
Q4 | $37.3M | Sell |
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|
2022
Q3 | $35.3M | Buy |
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|
2022
Q2 | $35.7M | Buy |
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|
2022
Q1 | $42.7M | Sell |
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|
2021
Q4 | $50.6M | Buy |
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|
2021
Q3 | $44.7M | Buy |
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|
2021
Q2 | $43.2M | Buy |
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|
2021
Q1 | $34.4M | Buy |
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|
2020
Q4 | $30.8M | Sell |
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|
2020
Q3 | $30.9M | Buy |
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|
2020
Q2 | $30.9M | Sell |
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|
2020
Q1 | $26.1M | Buy |
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|
2019
Q4 | $30.4M | Buy |
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