Meyer Handelman Company’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
$3.07M Sell
2025
Q2
$2.9M Hold
2025
Q1
$2.62M Hold
2024
Q4
$2.75M Hold
2024
Q3
$2.69M Hold
2024
Q2
$2.56M Buy
2024
Q1
$1.81M Buy