MMA Asset Management’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
Q2
$10.9M Sell
2025
Q1
$12.1M Buy
2024
Q4
$12.4M Sell
2024
Q3
$19M Buy
2024
Q2
$7.38M Buy
2024
Q1
$6.68M Buy
2023
Q4
$5.41M Buy
2023
Q3
$4.25M Buy
2023
Q2
$3.27M Buy
2023
Q1
$2.54M Buy
2022
Q4
$1.45M Sell
2022
Q3
$1.37M Buy
2022
Q2
$1.36M Buy
2022
Q1
$1.43M Buy
2021
Q4
$1.54M Buy
2021
Q3
$1.35M Buy
2021
Q2
$1.27M Buy
2021
Q1
$1.11M Buy
2020
Q4
$1.02M Buy