Mendota Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.82M | Sell |
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|
2025
Q2 | $8.2M | Buy |
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|
2025
Q1 | $7.28M | Sell |
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|
2024
Q4 | $9.88M | Sell |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $9.49M | Buy |
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|
2023
Q4 | $3.62M | Buy |
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|
2023
Q3 | $782K | Hold |
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|
2023
Q2 | $811K | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $685K | Buy |
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