ML&R Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

ML&R Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.8M	Sell
2023 Q4	$2.23M	Buy
2023 Q3	$1.35M	Buy
2023 Q2	$1.29M	Buy
2023 Q1	$1.18M	Buy
2022 Q4	$791K	Buy
2022 Q3	$250K	Buy
2022 Q2	$223K	Sell
2022 Q1	$451K	Sell
2021 Q4	$509K	Buy