Meridian Wealth 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 | $4.95M | Sell |
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|
2025
Q1 | $4.6M | Sell |
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|
2024
Q4 | $5.14M | Sell |
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|
2024
Q3 | $5.23M | Sell |
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|
2024
Q2 | $5.19M | Sell |
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|
2024
Q1 | $5.15M | Sell |
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|
2023
Q4 | $4.69M | Buy |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $4.25M | Buy |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $3.15M | Sell |
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|
2022
Q2 | $3.34M | Buy |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $4.1M | Buy |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $3.64M | Buy |
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|
2021
Q1 | $3.14M | Buy |
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|
2020
Q4 | $2.86M | Buy |
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|
2020
Q3 | $2.33M | Buy |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q4 | $475K | Buy |
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