Morris Financial Concepts’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 | $37.4M | Sell |
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|
2025
Q1 | $35.4M | Buy |
|
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|
2024
Q4 | $37.1M | Buy |
|
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|
2024
Q3 | $36.3M | Buy |
|
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|
2024
Q2 | $33.6M | Buy |
|
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|
2024
Q1 | $30M | Buy |
|
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|
2023
Q4 | $22.3M | Buy |
|
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|
2023
Q3 | $17.7M | Buy |
|
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|
2023
Q2 | $18.4M | Buy |
|
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|
2023
Q1 | $16.6M | Buy |
|
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|
2022
Q4 | $14.8M | Sell |
|
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|
2022
Q3 | $14.3M | Buy |
|
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|
2022
Q2 | $14.3M | Buy |
|
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|
2022
Q1 | $15.8M | Buy |
|
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|
2021
Q4 | $16.2M | Buy |
|