MCWA
Meadow Creek Wealth 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 | $12.8M | Buy |
20,568
+188
| +0.9% | +$117K | 8.62% | 1 |
|
|
2025
Q1 | $11.5M | Buy |
20,380
+560
| +3% | +$315K | 8.54% | 1 |
|
|
2024
Q4 | $11.7M | Buy |
19,820
+1,070
| +6% | +$630K | 8.4% | 2 |
|
|
2024
Q3 | $10.8M | Buy |
18,750
+5,565
| +42% | +$3.21M | 8.57% | 1 |
|
|
2024
Q2 | $7.22M | Buy |
13,185
+3,602
| +38% | +$1.97M | 6.82% | 2 |
|
|
2024
Q1 | $5.04M | Sell |
9,583
-36
| -0.4% | -$18.9K | 3.51% | 2 |
|
|
2023
Q4 | $4.59M | Buy |
+9,619
| New | +$4.59M | 4.47% | 2 |
|
|
2022
Q3 | $2.3M | Buy |
6,421
+391
| +6% | +$140K | 3.05% | 5 |
|
|
2022
Q2 | $2.29M | Buy |
6,030
+723
| +14% | +$274K | 2.81% | 5 |
|
|
2022
Q1 | $2.41M | Sell |
5,307
-76
| -1% | -$34.5K | 2.61% | 5 |
|
|
2021
Q4 | $2.57M | Buy |
+5,383
| New | +$2.57M | 2.42% | 5 |
|
|
2019
Q4 | $2.51M | Buy |
+7,777
| New | +$2.51M | 3.48% | 2 |
|