MRA Advisory Group’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
$26.5M Sell
2025
Q2
$29.8M Sell
2025
Q1
$27.4M Buy
2024
Q4
$27.5M Buy
2024
Q3
$26.6M Buy
2024
Q2
$24.8M Buy
2024
Q1
$20M Buy
2023
Q4
$16.8M Buy
2023
Q3
$4.59M Buy
2023
Q2
$4.41M Buy
2023
Q1
$683K Sell
2022
Q4
$996K Buy
2022
Q3
$306K Buy
2022
Q2
Sell
2022
Q1
$212K Hold
2021
Q4
$223K Sell
2021
Q3
$349K Sell
2021
Q2
$373K Sell
2021
Q1
$378K Sell
2020
Q4
$473K Buy