McDonough Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
530
| – | – | 0.18% | 38 |
|
|
2025
Q1 | $298K | Buy |
530
+66
| +14% | +$37.1K | 0.19% | 40 |
|
|
2024
Q4 | $273K | Sell |
464
-2
| -0.4% | -$1.18K | 0.17% | 40 |
|
|
2024
Q3 | $269K | Hold |
466
| – | – | 0.19% | 43 |
|
|
2024
Q2 | $255K | Buy |
466
+1
| +0.2% | +$547 | 0.19% | 41 |
|
|
2024
Q1 | $244K | Hold |
465
| – | – | 0.19% | 43 |
|
|
2023
Q4 | $222K | Buy |
+465
| New | +$222K | 0.19% | 42 |
|
|
2023
Q3 | – | Sell |
-464
| Closed | -$207K | – | 43 |
|
|
2023
Q2 | $207K | Buy |
+464
| New | +$207K | 0.19% | 41 |
|
|
2022
Q2 | – | Sell |
-482
| Closed | -$219K | – | 38 |
|
|
2022
Q1 | $219K | Hold |
482
| – | – | 0.19% | 41 |
|
|
2021
Q4 | $230K | Buy |
+482
| New | +$230K | 0.19% | 40 |
|