McClarren Financial 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 | $1.38M | Buy |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $46 | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $620K | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.3M | Sell |
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|
2021
Q2 | $2.59M | Sell |
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|
2021
Q1 | $2.8M | Sell |
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|
2020
Q4 | $2.64M | Buy |
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