MFP
Meridian Financial Partners’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 | $6.93M | Sell |
11,166
-157
| -1% | -$97.5K | 3.26% | 7 |
|
|
2025
Q1 | $6.36M | Sell |
11,323
-322
| -3% | -$181K | 3.23% | 7 |
|
|
2024
Q4 | $6.86M | Sell |
11,645
-117
| -1% | -$68.9K | 3.62% | 6 |
|
|
2024
Q3 | $6.79M | Buy |
11,762
+1,189
| +11% | +$686K | 3.43% | 5 |
|
|
2024
Q2 | $5.87M | Buy |
+10,573
| New | +$5.87M | 3.49% | 5 |
|
|
2023
Q3 | – | Sell |
-10,492
| Closed | -$4.77M | – | 63 |
|
|
2023
Q2 | $4.77M | Buy |
+10,492
| New | +$4.77M | 2.87% | 9 |
|
|
2022
Q3 | – | Sell |
-11,172
| Closed | -$4.5M | – | 60 |
|
|
2022
Q2 | $4.5M | Buy |
+11,172
| New | +$4.5M | 3.05% | 7 |
|
|
2022
Q1 | – | Sell |
-9,841
| Closed | -$4.47M | – | 58 |
|
|
2021
Q4 | $4.47M | Sell |
9,841
-18
| -0.2% | -$8.17K | 3.02% | 9 |
|
|
2021
Q3 | $4.31M | Buy |
9,859
+1,164
| +13% | +$508K | 2.89% | 10 |
|
|
2021
Q2 | $3.77M | Sell |
8,695
-313
| -3% | -$136K | 2.57% | 11 |
|
|
2021
Q1 | $3.73M | Sell |
9,008
-398
| -4% | -$165K | 2.8% | 9 |
|
|
2020
Q4 | $3.62M | Sell |
9,406
-362
| -4% | -$139K | 2.8% | 10 |
|
|
2020
Q3 | $3.33M | Sell |
9,768
-1,175
| -11% | -$400K | 2.8% | 9 |
|
|
2020
Q2 | $3.5M | Sell |
10,943
-1,176
| -10% | -$377K | 3.17% | 7 |
|
|
2020
Q1 | $3.49M | Sell |
12,119
-183
| -1% | -$52.6K | 3.76% | 7 |
|
|
2019
Q4 | $4.01M | Sell |
12,302
-232
| -2% | -$75.6K | 4.02% | 8 |
|
|
2019
Q3 | $3.63M | Sell |
12,534
-870
| -6% | -$252K | 4.07% | 8 |
|
|
2019
Q2 | $4.02M | Sell |
13,404
-1,364
| -9% | -$409K | 4.5% | 8 |
|
|
2019
Q1 | $4.3M | Sell |
14,768
-1,293
| -8% | -$377K | 4.87% | 8 |
|
|
2018
Q4 | $4.04M | Buy |
+16,061
| New | +$4.04M | 5.44% | 8 |
|