MYIA
Mount Yale Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Sell |
48,511
-7,069
| -13% | -$4.39M | 2.35% | 7 |
|
|
2025
Q1 | $31.2M | Sell |
55,580
-13,650
| -20% | -$7.67M | 2.68% | 5 |
|
|
2024
Q4 | $40.8M | Buy |
69,230
+7,438
| +12% | +$4.38M | 3.29% | 4 |
|
|
2024
Q3 | $35.6M | Sell |
61,792
-2,806
| -4% | -$1.62M | 3.42% | 2 |
|
|
2024
Q2 | $35.3M | Sell |
64,598
-8,113
| -11% | -$4.44M | 2.8% | 4 |
|
|
2024
Q1 | $38.2M | Sell |
72,711
-33,064
| -31% | -$17.4M | 2.93% | 4 |
|
|
2023
Q4 | $50.5M | Buy |
105,775
+28,181
| +36% | +$13.5M | 4.8% | 2 |
|
|
2023
Q3 | $33.3M | Buy |
77,594
+9,767
| +14% | +$4.19M | 3.62% | 2 |
|
|
2023
Q2 | $30.2M | Buy |
67,827
+2,777
| +4% | +$1.24M | 3.2% | 2 |
|
|
2023
Q1 | $26.7M | Sell |
65,050
-20,709
| -24% | -$8.51M | 3% | 2 |
|
|
2022
Q4 | $32.9M | Buy |
85,759
+20,838
| +32% | +$8.01M | 3.74% | 2 |
|
|
2022
Q3 | $23.3M | Buy |
64,921
+3,728
| +6% | +$1.34M | 3.09% | 2 |
|
|
2022
Q2 | $23.2M | Buy |
61,193
+10,803
| +21% | +$4.1M | 2.92% | 2 |
|
|
2022
Q1 | $22.9M | Buy |
50,390
+877
| +2% | +$398K | 2.49% | 2 |
|
|
2021
Q4 | $23.6M | Buy |
49,513
+9,264
| +23% | +$4.42M | 2.45% | 2 |
|
|
2021
Q3 | $17.3M | Sell |
40,249
-578
| -1% | -$249K | 1.99% | 2 |
|
|
2021
Q2 | $17.6M | Sell |
40,827
-513
| -1% | -$221K | 2.12% | 2 |
|
|
2021
Q1 | $16.4M | Sell |
41,340
-3,995
| -9% | -$1.59M | 2.15% | 2 |
|
|
2020
Q4 | $17M | Buy |
45,335
+4,232
| +10% | +$1.59M | 2.39% | 2 |
|
|
2020
Q3 | $13.8M | Buy |
41,103
+683
| +2% | +$230K | 1.97% | 2 |
|
|
2020
Q2 | $12.5M | Sell |
40,420
-86
| -0.2% | -$26.6K | 2.24% | 2 |
|
|
2020
Q1 | $10.5M | Buy |
40,506
+4,226
| +12% | +$1.09M | 2.36% | 3 |
|
|
2019
Q4 | $11.7M | Buy |
36,280
+2,756
| +8% | +$891K | 2.04% | 3 |
|
|
2019
Q3 | $10.4M | Sell |
33,524
-532
| -2% | -$165K | 1.86% | 5 |
|
|
2019
Q2 | $9.87M | Buy |
34,056
+416
| +1% | +$121K | 1.82% | 7 |
|
|
2019
Q1 | $9.57M | Sell |
33,640
-414
| -1% | -$118K | 1.79% | 6 |
|
|
2018
Q4 | $9.27M | Sell |
34,054
-4,408
| -11% | -$1.2M | 1.88% | 4 |
|
|
2018
Q3 | $10.9M | Buy |
38,462
+88
| +0.2% | +$24.9K | 1.9% | 3 |
|
|
2018
Q2 | $10.5M | Buy |
38,374
+497
| +1% | +$136K | 1.98% | 3 |
|
|
2018
Q1 | $10.1M | Buy |
+37,877
| New | +$10.1M | 2.15% | 2 |
|