Mountain Capital Investment 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
Q2 | $456K | Sell |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $546K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $512K | Buy |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $665K | Sell |
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|
2021
Q3 | $9.32M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9.84M | Buy |
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|
2020
Q3 | $8.51M | Sell |
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|
2020
Q2 | $32.7M | Sell |
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|
2020
Q1 | $29.9M | Sell |
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|
2019
Q4 | $39.5M | Buy |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $2.77M | Buy |
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|
2019
Q1 | $1.86M | Buy |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $899K | Buy |
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|
2017
Q4 | $552K | Buy |
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|
2017
Q3 | $475K | Buy |
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|
2017
Q2 | $62K | Buy |
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