Meyer Handelman Company’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.9M | Hold |
4,670
| – | – | 0.1% | 118 |
|
2025
Q1 | $2.62M | Hold |
4,670
| – | – | 0.09% | 123 |
|
2024
Q4 | $2.75M | Hold |
4,670
| – | – | 0.1% | 121 |
|
2024
Q3 | $2.69M | Hold |
4,670
| – | – | 0.09% | 124 |
|
2024
Q2 | $2.56M | Buy |
4,670
+1,224
| +36% | +$670K | 0.09% | 124 |
|
2024
Q1 | $1.81M | Buy |
+3,446
| New | +$1.81M | 0.06% | 136 |
|