MKD Wealth Coaches’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 | $53.5M | Buy |
86,123
+561
| +0.7% | +$348K | 56.38% | 1 |
|
|
2025
Q1 | $48.1M | Buy |
85,562
+859
| +1% | +$483K | 54.4% | 1 |
|
|
2024
Q4 | $49.9M | Buy |
+84,703
| New | +$49.9M | 50.48% | 1 |
|
|
2021
Q4 | $42.3M | Sell |
88,752
-416
| -0.5% | -$198K | 57.93% | 1 |
|
|
2021
Q3 | $38.4M | Buy |
89,168
+607
| +0.7% | +$262K | 60.45% | 1 |
|
|
2021
Q2 | $38.1M | Buy |
88,561
+24
| +0% | +$10.3K | 60.86% | 1 |
|
|
2021
Q1 | $35.2M | Buy |
88,537
+10,446
| +13% | +$4.16M | 60.1% | 1 |
|
|
2020
Q4 | $29.3M | Buy |
78,091
+20,781
| +36% | +$7.8M | 46.98% | 1 |
|
|
2020
Q3 | $19.3M | Buy |
57,310
+26,258
| +85% | +$8.82M | 27.52% | 1 |
|
|
2020
Q2 | $9.62M | Buy |
31,052
+16,719
| +117% | +$5.18M | 12.14% | 1 |
|
|
2020
Q1 | $3.7M | Sell |
14,333
-1,232
| -8% | -$318K | 4.97% | 7 |
|
|
2019
Q4 | $5.03M | Sell |
15,565
-223
| -1% | -$72.1K | 4.28% | 7 |
|
|
2019
Q3 | $4.71M | Buy |
15,788
+90
| +0.6% | +$26.9K | 4.9% | 7 |
|
|
2019
Q2 | $4.63M | Sell |
15,698
-487
| -3% | -$144K | 4.13% | 7 |
|
|
2019
Q1 | $4.61M | Sell |
16,185
-122
| -0.7% | -$34.7K | 4.65% | 7 |
|
|
2018
Q4 | $4.1M | Buy |
+16,307
| New | +$4.1M | 4.86% | 7 |
|