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MKT Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Hold |
2,960
| – | – | 0.73% | 20 |
|
|
2025
Q1 | $1.5M | Hold |
2,960
| – | – | 0.7% | 22 |
|
|
2024
Q4 | $1.78M | Sell |
2,960
-92
| -3% | -$55.2K | 0.77% | 18 |
|
|
2024
Q3 | $1.74M | Hold |
3,052
| – | – | 0.82% | 19 |
|
|
2024
Q2 | $1.71M | Sell |
3,052
-7
| -0.2% | -$3.91K | 0.85% | 19 |
|
|
2024
Q1 | $1.58M | Sell |
3,059
-465
| -13% | -$240K | 0.87% | 16 |
|
|
2023
Q4 | $1.66M | Buy |
3,524
+4
| +0.1% | +$1.88K | 1.09% | 16 |
|
|
2023
Q3 | $1.51M | Hold |
3,520
| – | – | 1.15% | 10 |
|
|
2023
Q2 | $1.62M | Sell |
3,520
-4
| -0.1% | -$1.84K | 1.14% | 9 |
|
|
2023
Q1 | $1.44M | Buy |
3,524
+2
| +0.1% | +$819 | 1.08% | 11 |
|
|
2022
Q4 | $1.4M | Buy |
3,522
+29
| +0.8% | +$11.5K | 1.05% | 12 |
|
|
2022
Q3 | $1.25M | Sell |
3,493
-114
| -3% | -$40.9K | 1.09% | 12 |
|
|
2022
Q2 | $1.39M | Buy |
3,607
+3
| +0.1% | +$1.16K | 1.09% | 12 |
|
|
2022
Q1 | $1.44M | Sell |
3,604
-300
| -8% | -$120K | 1.09% | 12 |
|
|
2021
Q4 | $1.7M | Buy |
+3,904
| New | +$1.7M | 1.33% | 7 |
|