Mosaic Family Wealth Partners’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 | $1.24M | Sell |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $842K | Hold |
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|
2023
Q1 | $777K | Sell |
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|
2022
Q4 | $764K | Buy |
|