MBL Wealth’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 | $1.43M | Sell |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.14M | Hold |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $989K | Hold |
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|
2023
Q4 | $898K | Buy |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $667K | Hold |
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $602K | Buy |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $440K | Buy |
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