Merrion Investment 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
$256K Hold
2025
Q2
$237K Hold
2025
Q1
$215K Hold
2024
Q4
$225K Buy
2021
Q1
Sell
2020
Q4
$118K Buy