Meridian Financial Partners’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
Q2 | $6.93M | Sell |
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|
2025
Q1 | $6.36M | Sell |
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|
2024
Q4 | $6.86M | Sell |
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|
2024
Q3 | $6.79M | Buy |
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|
2024
Q2 | $5.87M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.77M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.5M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.46M | Sell |
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|
2021
Q3 | $4.31M | Buy |
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|
2021
Q2 | $3.77M | Sell |
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|
2021
Q1 | $3.73M | Sell |
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|
2020
Q4 | $3.62M | Sell |
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|
2020
Q3 | $3.33M | Sell |
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|
2020
Q2 | $3.5M | Sell |
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|
2020
Q1 | $3.48M | Sell |
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|
2019
Q4 | $4.01M | Sell |
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|
2019
Q3 | $3.63M | Sell |
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|
2019
Q2 | $4.02M | Sell |
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|
2019
Q1 | $4.3M | Sell |
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|
2018
Q4 | $4.04M | Buy |
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