Morling Financial 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
Q3 | $5.64M | Sell |
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|
2025
Q2 | $5.79M | Sell |
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|
2025
Q1 | $5.33M | Sell |
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|
2024
Q4 | $5.63M | Sell |
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|
2024
Q3 | $5.61M | Buy |
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|
2024
Q2 | $5.32M | Buy |
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|
2024
Q1 | $4.97M | Sell |
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|
2023
Q4 | $4.75M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.88M | Sell |
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|
2023
Q1 | $4.57M | Sell |
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|
2022
Q4 | $4.31M | Sell |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $4.29M | Buy |
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|
2022
Q1 | $4.57M | Sell |
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|
2021
Q4 | $4.84M | Buy |
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