Mezzasalma Advisors’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 | $3.01M | Buy |
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|
2025
Q2 | $2.58M | Buy |
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|
2025
Q1 | $2.33M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $381K | Buy |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $299K | Hold |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $266K | Buy |
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