Mill Capital Management’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 | $167K | Hold |
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|
2025
Q2 | $155K | Hold |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $137K | Hold |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $111K | Hold |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $150K | Hold |
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|
2022
Q3 | $140K | Buy |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $50K | Buy |
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