MFA
McClarren Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
2,145
-1,062
| -33% | -$659K | 0.87% | 22 |
|
|
2025
Q1 | $1.26M | Buy |
+3,207
| New | +$1.26M | 0.83% | 21 |
|
|
2024
Q4 | – | Sell |
-3,421
| Closed | -$46 | – | 257 |
|
|
2024
Q3 | $46 | Sell |
3,421
-9,165
| -73% | -$123 | 0.01% | 123 |
|
|
2024
Q2 | $1.55M | Buy |
12,586
+9,323
| +286% | +$1.15M | 1.08% | 18 |
|
|
2024
Q1 | $1.72M | Sell |
3,263
-14
| -0.4% | -$7.36K | 1.23% | 15 |
|
|
2023
Q4 | $1.57M | Buy |
3,277
+232
| +8% | +$111K | 1.19% | 15 |
|
|
2023
Q3 | $1.3M | Sell |
3,045
-136
| -4% | -$58.2K | 1.14% | 18 |
|
|
2023
Q2 | $1.42M | Sell |
3,181
-712
| -18% | -$317K | 1.17% | 18 |
|
|
2023
Q1 | $1.59M | Sell |
3,893
-1,012
| -21% | -$413K | 1.45% | 13 |
|
|
2022
Q4 | $1.88M | Sell |
4,905
-380
| -7% | -$146K | 1.79% | 13 |
|
|
2022
Q3 | $1.9M | Buy |
5,285
+3,647
| +223% | +$1.31M | 1.89% | 13 |
|
|
2022
Q2 | $620K | Sell |
1,638
-3,651
| -69% | -$1.38M | 1.99% | 16 |
|
|
2022
Q1 | $2.4M | Sell |
5,289
-2
| -0% | -$907 | 1.74% | 13 |
|
|
2021
Q4 | $2.52M | Sell |
5,291
-59
| -1% | -$28.1K | 1.72% | 13 |
|
|
2021
Q3 | $2.3M | Sell |
5,350
-676
| -11% | -$291K | 1.8% | 11 |
|
|
2021
Q2 | $2.59M | Sell |
6,026
-1,002
| -14% | -$430K | 2.1% | 10 |
|
|
2021
Q1 | $2.8M | Sell |
7,028
-7
| -0.1% | -$2.79K | 2.5% | 9 |
|
|
2020
Q4 | $2.64M | Buy |
+7,035
| New | +$2.64M | 2.54% | 9 |
|