Mitchell McLeod Pugh & Williams’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 | $1.08M | Buy |
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|
2025
Q2 | $942K | Sell |
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|
2025
Q1 | $879K | Buy |
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|
2024
Q4 | $918K | Hold |
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|
2024
Q3 | $899K | Sell |
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|
2024
Q2 | $969K | Buy |
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|
2024
Q1 | $875K | Buy |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $694K | Buy |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $647K | Sell |
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|
2022
Q1 | $885K | Hold |
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|
2021
Q4 | $931K | Sell |
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|
2021
Q3 | $865K | Buy |
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|
2021
Q2 | $856K | Buy |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $371K | Hold |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $306K | Hold |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $310K | Hold |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $283K | Hold |
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|
2019
Q1 | $273K | Hold |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $289K | Buy |
|