Monumental Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $32.1M | Buy |
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|
2024
Q2 | $27.8M | Buy |
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|
2024
Q1 | $23.6M | Buy |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $15.9M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $13.8M | Buy |
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|
2022
Q4 | $12.9M | Sell |
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|
2022
Q3 | $18M | Buy |
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|
2022
Q2 | $15.8M | Sell |
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|
2022
Q1 | $22.1M | Buy |
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|
2021
Q4 | $22.6M | Buy |
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|
2021
Q3 | $19.8M | Buy |
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|
2021
Q2 | $18.1M | Buy |
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|
2021
Q1 | $703K | Buy |
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