McAdam LLC’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 | $25.6M | Sell |
|
|||||
|
2025
Q2 | $24M | Buy |
|
|||||
|
2025
Q1 | $21.4M | Sell |
|
|||||
|
2024
Q4 | $24.5M | Buy |
|
|||||
|
2024
Q3 | $23.5M | Buy |
|
|||||
|
2024
Q2 | $21.3M | Buy |
|
|||||
|
2024
Q1 | $20.1M | Sell |
|
|||||
|
2023
Q4 | $18.4M | Buy |
|
|||||
|
2023
Q3 | $16.1M | Sell |
|
|||||
|
2023
Q2 | $16.9M | Buy |
|
|||||
|
2023
Q1 | $15.4M | Buy |
|
|||||
|
2022
Q4 | $5.54M | Sell |
|
|||||
|
2022
Q3 | $10.2M | Buy |
|
|||||
|
2022
Q2 | $10.2M | Buy |
|
|||||
|
2022
Q1 | $7.5M | Buy |
|
|||||
|
2021
Q4 | $5.54M | Buy |
|
|||||
|
2021
Q3 | $4.67M | Sell |
|
|||||
|
2021
Q2 | $4.81M | Buy |
|
|||||
|
2021
Q1 | $4.06M | Buy |
|
|||||
|
2020
Q4 | $3.79M | Sell |
|
|||||
|
2020
Q3 | $3.62M | Buy |
|
|||||
|
2020
Q2 | $3.21M | Buy |
|
|||||
|
2020
Q1 | $1.09M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $231K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $135K | Sell |
|
|||||
|
2018
Q2 | $131K | Buy |
|
|||||
|
2018
Q1 | $113K | Buy |
|