Monograph Wealth 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 | $3M | Hold |
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|
2025
Q1 | $2.72M | Hold |
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|
2024
Q4 | $2.85M | Hold |
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|
2024
Q3 | $2.79M | Buy |
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|
2024
Q2 | $786K | Hold |
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|
2024
Q1 | $755K | Hold |
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|
2023
Q4 | $686K | Hold |
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|
2023
Q3 | $620K | Hold |
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|
2023
Q2 | $640K | Sell |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $360K | Buy |
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