MRWM
ML&R Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.8M | Sell |
3,421
-1,242
| -27% | -$653K | 0.41% | 20 |
|
|
2023
Q4 | $2.23M | Buy |
4,663
+1,523
| +49% | +$727K | 0.5% | 19 |
|
|
2023
Q3 | $1.35M | Buy |
3,140
+237
| +8% | +$102K | 0.35% | 23 |
|
|
2023
Q2 | $1.29M | Buy |
2,903
+31
| +1% | +$13.8K | 0.29% | 43 |
|
|
2023
Q1 | $1.18M | Buy |
2,872
+812
| +39% | +$334K | 0.32% | 28 |
|
|
2022
Q4 | $791K | Buy |
2,060
+1,363
| +196% | +$524K | 0.24% | 28 |
|
|
2022
Q3 | $250K | Buy |
697
+109
| +19% | +$39.1K | 0.08% | 56 |
|
|
2022
Q2 | $223K | Sell |
588
-405
| -41% | -$154K | 0.1% | 46 |
|
|
2022
Q1 | $451K | Sell |
993
-74
| -7% | -$33.6K | 0.17% | 30 |
|
|
2021
Q4 | $509K | Buy |
+1,067
| New | +$509K | 0.19% | 25 |
|