McLean Asset Management’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 | $1.22M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $719K | Hold |
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|
2024
Q4 | $848K | Hold |
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|
2024
Q3 | $829K | Hold |
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|
2024
Q2 | $813K | Hold |
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|
2024
Q1 | $752K | Hold |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $371K | Hold |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $356K | Buy |
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