MONECO Advisors’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 | $2.31M | Buy |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $645K | Sell |
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|
2020
Q4 | $654K | Sell |
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|
2020
Q3 | $764K | Buy |
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|
2020
Q2 | $653K | Sell |
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|
2020
Q1 | $554K | Buy |
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|
2019
Q4 | $691K | Buy |
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|
2019
Q3 | $615K | Buy |
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|
2019
Q2 | $384K | Sell |
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|
2019
Q1 | $520K | Buy |
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|
2018
Q4 | $334K | Buy |
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