Meridian Financial’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 | $10.1M | Buy |
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|
2025
Q2 | $9.38M | Sell |
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|
2025
Q1 | $8.6M | Sell |
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|
2024
Q4 | $9.04M | Sell |
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|
2024
Q3 | $8.94M | Sell |
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|
2024
Q2 | $8.69M | Buy |
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|
2024
Q1 | $8.01M | Sell |
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|
2023
Q4 | $7.36M | Buy |
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|
2023
Q3 | $6.5M | Buy |
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|
2023
Q2 | $6.69M | Buy |
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|
2023
Q1 | $6.16M | Buy |
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|
2022
Q4 | $5.76M | Sell |
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|
2022
Q3 | $5.39M | Buy |
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|
2022
Q2 | $5.68M | Buy |
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|
2022
Q1 | $6.57M | Buy |
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|
2021
Q4 | $6.91M | Buy |
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