Meritage Portfolio 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 | $13.1M | Buy |
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|
2025
Q2 | $12M | Sell |
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|
2025
Q1 | $13.2M | Sell |
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|
2024
Q4 | $16.1M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $9.71M | Buy |
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|
2023
Q4 | $8.73M | Sell |
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|
2023
Q3 | $7.86M | Sell |
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|
2023
Q2 | $8.52M | Buy |
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|
2023
Q1 | $7.14M | Sell |
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|
2022
Q4 | $7.39M | Buy |
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|
2022
Q3 | $5.79M | Buy |
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|
2022
Q2 | $5.2M | Buy |
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|
2022
Q1 | $5.44M | Sell |
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|
2021
Q4 | $5.74M | Buy |
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|
2021
Q3 | $4.51M | Buy |
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|
2021
Q2 | $3.47M | Sell |
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|
2021
Q1 | $3.23M | Sell |
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|
2020
Q4 | $5.84M | Buy |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $248K | Buy |
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|
2019
Q1 | $209K | Sell |
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|
2018
Q4 | $567K | Buy |
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|
2018
Q3 | $528K | Buy |
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|
2018
Q2 | $301K | Buy |
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