Mirador Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
924
-55
| -6% | -$34.2K | 0.09% | 127 |
|
|
2025
Q1 | $550K | Buy |
979
+1
| +0.1% | +$562 | 0.1% | 129 |
|
|
2024
Q4 | $576K | Buy |
978
+202
| +26% | +$119K | 0.1% | 119 |
|
|
2024
Q3 | $448K | Buy |
776
+1
| +0.1% | +$577 | 0.08% | 133 |
|
|
2024
Q2 | $424K | Sell |
775
-5
| -0.6% | -$2.74K | 0.08% | 128 |
|
|
2024
Q1 | $410K | Buy |
780
+2
| +0.3% | +$1.05K | 0.08% | 135 |
|
|
2023
Q4 | $372K | Sell |
778
-989
| -56% | -$473K | 0.08% | 133 |
|
|
2023
Q3 | $759K | Buy |
1,767
+83
| +5% | +$35.6K | 0.17% | 93 |
|
|
2023
Q2 | $750K | Buy |
1,684
+8
| +0.5% | +$3.57K | 0.18% | 96 |
|
|
2023
Q1 | $689K | Buy |
+1,676
| New | +$689K | 0.16% | 91 |
|
|
2022
Q4 | – | Sell |
-1,610
| Closed | -$578K | – | 196 |
|
|
2022
Q3 | $578K | Sell |
1,610
-56
| -3% | -$20.1K | 0.14% | 98 |
|
|
2022
Q2 | $632K | Buy |
1,666
+87
| +6% | +$33K | 0.15% | 99 |
|
|
2022
Q1 | $717K | Buy |
1,579
+159
| +11% | +$72.2K | 0.15% | 104 |
|
|
2021
Q4 | $677K | Buy |
1,420
+203
| +17% | +$96.8K | 0.14% | 118 |
|
|
2021
Q3 | $524K | Buy |
1,217
+14
| +1% | +$6.03K | 0.12% | 130 |
|
|
2021
Q2 | $517K | Sell |
1,203
-131
| -10% | -$56.3K | 0.12% | 134 |
|
|
2021
Q1 | $531K | Sell |
1,334
-7
| -0.5% | -$2.79K | 0.14% | 116 |
|
|
2020
Q4 | $504K | Buy |
1,341
+415
| +45% | +$156K | 0.14% | 115 |
|
|
2020
Q3 | $311K | Buy |
+926
| New | +$311K | 0.1% | 133 |
|