McAlister Sweet & Associates’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 | $3.78M | Buy |
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|
2025
Q2 | $3.11M | Sell |
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|
2025
Q1 | $41.8M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $32.8M | Sell |
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|
2024
Q2 | $43.1M | Buy |
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|
2024
Q1 | $40.5M | Buy |
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|
2023
Q4 | $30.7M | Sell |
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|
2023
Q3 | $43.3M | Buy |
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|
2023
Q2 | $44.8M | Buy |
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|
2023
Q1 | $30.4M | Buy |
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|
2022
Q4 | $21M | Sell |
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|
2022
Q3 | $33M | Buy |
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|
2022
Q2 | $14.9M | Buy |
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|
2022
Q1 | $14.5M | Buy |
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|
2021
Q4 | $11.1M | Buy |
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