McDonald Partners’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
Q2 | $704K | Hold |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $518K | Hold |
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|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $483K | Hold |
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|
2023
Q1 | $445K | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $882K | Sell |
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|
2021
Q3 | $2.6M | Buy |
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|
2021
Q2 | $2.52M | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.18M | Buy |
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