MinichMacGregor Wealth 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
Q2 | $9.96M | Buy |
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|
2025
Q1 | $7.08M | Sell |
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|
2024
Q4 | $9.2M | Sell |
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|
2024
Q3 | $9.1M | Sell |
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|
2024
Q2 | $8.89M | Sell |
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|
2024
Q1 | $8.78M | Sell |
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|
2023
Q4 | $8.07M | Buy |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $25.7K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $8.47M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.9M | Sell |
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|
2019
Q3 | $1.78M | Buy |
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