Meritas 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 | $969K | Hold |
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|
2025
Q2 | $898K | Sell |
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|
2025
Q1 | $836K | Sell |
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|
2024
Q4 | $881K | Sell |
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|
2024
Q3 | $917K | Hold |
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|
2024
Q2 | $870K | Sell |
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|
2024
Q1 | $847K | Buy |
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|
2023
Q4 | $767K | Sell |
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|
2023
Q3 | $693K | Sell |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $692K | Buy |
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