Mid-American Wealth Advisory Group’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 | $417K | Buy |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $519K | Buy |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $6.02M | Buy |
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|
2022
Q1 | $4.44M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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