Morton Brown Family Wealth’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 | $379K | Sell |
|
|||||
|
2025
Q2 | $360K | Sell |
|
|||||
|
2025
Q1 | $351K | Hold |
|
|||||
|
2024
Q4 | $367K | Buy |
|
|||||
|
2024
Q3 | $179K | Sell |
|
|||||
|
2024
Q2 | $207K | Buy |
|
|||||
|
2024
Q1 | $174K | Buy |
|
|||||
|
2023
Q4 | $124K | Buy |
|
|||||
|
2023
Q3 | $83.3K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $6.99K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $220K | Buy |
|