Mogy Joel R Investment Counsel’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 | $3.5M | Hold |
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|
2025
Q2 | $3.25M | Hold |
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|
2025
Q1 | $2.94M | Hold |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $2.91M | Hold |
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|
2024
Q1 | $2.8M | Buy |
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|
2023
Q4 | $2.4M | Sell |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.29M | Hold |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $2.41M | Hold |
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|
2022
Q2 | $2.55M | Hold |
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|
2022
Q1 | $3.05M | Hold |
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|
2021
Q4 | $3.21M | Sell |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $2.99M | Hold |
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|
2021
Q1 | $2.77M | Sell |
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|
2020
Q4 | $2.68M | Hold |
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|
2020
Q3 | $2.4M | Hold |
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|
2020
Q2 | $2.21M | Buy |
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