MKT Advisors’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 | $1.99M | Hold |
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|
2025
Q2 | $1.84M | Hold |
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|
2025
Q1 | $1.5M | Hold |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.74M | Hold |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.51M | Hold |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.7M | Buy |
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