McGuire Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62M | Buy |
2,487
+134
| +6% | +$91.5K | 0.18% | 66 |
|
|
2025
Q4 | $1.61M | Sell |
2,353
-20
| -0.8% | -$13.6K | 0.17% | 67 |
|
|
2025
Q3 | $1.59M | Buy |
2,373
+2
| +0.1% | +$1.29K | 0.18% | 68 |
|
|
2025
Q2 | $1.47M | Sell |
2,371
-231
| -9% | -$133K | 0.19% | 66 |
|
|
2025
Q1 | $1.46M | Sell |
2,602
-13
| -0.5% | -$7.68K | 0.22% | 63 |
|
|
2024
Q4 | $1.54M | Sell |
2,615
-10
| -0.4% | -$5.92K | 0.22% | 59 |
|
|
2024
Q3 | $1.51M | Buy |
2,625
+7
| +0.3% | +$3.89K | 0.21% | 61 |
|
|
2024
Q2 | $1.43M | Buy |
2,618
+7
| +0.3% | +$3.68K | 0.21% | 61 |
|
|
2024
Q1 | $1.37M | Buy |
2,611
+266
| +11% | +$133K | 0.2% | 64 |
|
|
2023
Q4 | $1.12M | Buy |
2,345
+19
| +0.8% | +$8.5K | 0.19% | 64 |
|
|
2023
Q3 | $999K | Buy |
2,326
+12
| +0.5% | +$5.37K | 0.19% | 64 |
|
|
2023
Q2 | $1.03M | Buy |
2,314
+40
| +2% | +$16.9K | 0.19% | 63 |
|
|
2023
Q1 | $935K | Buy |
2,274
+8
| +0.4% | +$3.21K | 0.19% | 66 |
|
|
2022
Q4 | $871K | Sell |
2,266
-7
| -0.3% | -$2.7K | 0.19% | 67 |
|
|
2022
Q3 | $815K | Sell |
2,273
-8
| -0.4% | -$3.19K | 0.19% | 69 |
|
|
2022
Q2 | $865K | Buy |
2,281
+181
| +9% | +$74.5K | 0.19% | 69 |
|
|
2022
Q1 | $953K | Sell |
2,100
-6
| -0.3% | -$2.68K | 0.17% | 65 |
|
|
2021
Q4 | $1M | Buy |
2,106
+23
| +1% | +$10.6K | 0.17% | 65 |
|
|
2021
Q3 | $897K | Buy |
2,083
+30
| +1% | +$13.3K | 0.17% | 64 |
|
|
2021
Q2 | $883K | Sell |
2,053
-107
| -5% | -$44.8K | 0.17% | 63 |
|
|
2021
Q1 | $859K | Sell |
2,160
-47
| -2% | -$18.2K | 0.18% | 61 |
|
|
2020
Q4 | $828K | Sell |
2,207
-16
| -0.7% | -$5.7K | 0.21% | 54 |
|
|
2020
Q3 | $747K | Sell |
2,223
-1
| -0% | -$333 | 0.22% | 53 |
|
|
2020
Q2 | $689K | Sell |
2,224
-8
| -0.4% | -$2.35K | 0.24% | 51 |
|
|
2020
Q1 | $577K | Buy |
2,232
+76
| +4% | +$23.3K | 0.24% | 51 |
|
|
2019
Q4 | $697K | Buy |
2,156
+488
| +29% | +$151K | 0.21% | 57 |
|
|
2019
Q3 | $498K | Sell |
1,668
-322
| -16% | -$95.7K | 0.16% | 64 |
|
|
2019
Q2 | $587K | Buy |
1,990
+36
| +2% | +$10.4K | 0.19% | 62 |
|
|
2019
Q1 | $556K | Buy |
1,954
+111
| +6% | +$30.4K | 0.18% | 65 |
|
|
2018
Q4 | $464K | Buy |
1,843
+6
| +0.3% | +$1.63K | 0.18% | 65 |
|
|
2018
Q3 | $538K | Buy |
+1,837
| New | +$527K | 0.18% | 67 |
|
Other funds holding IVV
