MKD Wealth Coaches’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 | $56.7M | Sell |
|
|||||
|
2025
Q2 | $53.5M | Buy |
|
|||||
|
2025
Q1 | $48.1M | Buy |
|
|||||
|
2024
Q4 | $49.9M | Buy |
|
|||||
|
2021
Q4 | $42.3M | Sell |
|
|||||
|
2021
Q3 | $38.4M | Buy |
|
|||||
|
2021
Q2 | $38.1M | Buy |
|
|||||
|
2021
Q1 | $35.2M | Buy |
|
|||||
|
2020
Q4 | $29.3M | Buy |
|
|||||
|
2020
Q3 | $19.3M | Buy |
|
|||||
|
2020
Q2 | $9.62M | Buy |
|
|||||
|
2020
Q1 | $3.7M | Sell |
|
|||||
|
2019
Q4 | $5.03M | Sell |
|
|||||
|
2019
Q3 | $4.71M | Buy |
|
|||||
|
2019
Q2 | $4.63M | Sell |
|
|||||
|
2019
Q1 | $4.61M | Sell |
|
|||||
|
2018
Q4 | $4.1M | Buy |
|