Midwest Capital 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
$716K Sell
2025
Q2
$667K Sell
2025
Q1
$642K Buy
2024
Q4
$290K Buy