Meridian Wealth Management’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 | $30.8M | Sell |
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|
2025
Q2 | $29.2M | Sell |
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|
2025
Q1 | $27.2M | Sell |
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|
2024
Q4 | $30.4M | Buy |
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|
2024
Q3 | $27.2M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $17.6M | Buy |
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|
2023
Q4 | $14.4M | Sell |
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|
2023
Q3 | $23.5M | Buy |
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|
2023
Q2 | $6.61M | Buy |
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|
2023
Q1 | $6.02M | Buy |
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|
2022
Q4 | $5.51M | Sell |
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|
2022
Q3 | $5.49M | Sell |
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|
2022
Q2 | $6.14M | Buy |
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|
2022
Q1 | $5.8M | Buy |
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|
2021
Q4 | $5.94M | Buy |
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|
2021
Q3 | $813K | Buy |
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|
2021
Q2 | $675K | Buy |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $543K | Sell |
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|
2020
Q3 | $775K | Buy |
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|
2020
Q2 | $501K | Buy |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $410K | Sell |
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|
2019
Q3 | $383K | Sell |
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|
2019
Q2 | $4.31K | Sell |
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|
2019
Q1 | $361K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $426K | Buy |
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|
2018
Q2 | $372K | Buy |
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|
2018
Q1 | $340K | Sell |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $373K | Buy |
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|
2017
Q2 | $357K | Buy |
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|
2017
Q1 | $248K | Buy |
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