Meridian Wealth Advisors’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 | $67.6M | Sell |
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|
2025
Q1 | $62.8M | Buy |
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|
2024
Q4 | $62.4M | Buy |
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|
2024
Q3 | $57.6M | Buy |
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|
2024
Q2 | $51.6M | Buy |
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|
2024
Q1 | $48.2M | Buy |
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|
2023
Q4 | $43M | Sell |
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|
2023
Q3 | $39.8M | Sell |
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|
2023
Q2 | $41.4M | Sell |
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|
2023
Q1 | $38.5M | Sell |
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|
2022
Q4 | $36.2M | Buy |
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|
2022
Q3 | $30.9M | Sell |
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|
2022
Q2 | $34.5M | Buy |
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|
2022
Q1 | $30.8M | Buy |
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|
2021
Q4 | $31.5M | Buy |
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|
2021
Q3 | $27.1M | Buy |
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|
2021
Q2 | $26.2M | Buy |
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|
2021
Q1 | $23.9M | Sell |
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|
2020
Q4 | $23M | Buy |
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|
2020
Q3 | $19.4M | Buy |
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|
2020
Q2 | $17.3M | Buy |
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|
2020
Q1 | $12M | Buy |
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|
2019
Q4 | $7.04M | Buy |
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|
2019
Q3 | $6.19M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $18K | Buy |
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