MSH Capital 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 | $8.15M | Sell |
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|
2025
Q1 | $7.4M | Sell |
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|
2024
Q4 | $7.81M | Sell |
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|
2024
Q3 | $7.77M | Sell |
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|
2024
Q2 | $7.67M | Sell |
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|
2024
Q1 | $8.03M | Sell |
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|
2023
Q4 | $7.4M | Sell |
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|
2023
Q3 | $7.72M | Sell |
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|
2023
Q2 | $8.23M | Sell |
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|
2023
Q1 | $7.66M | Sell |
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|
2022
Q4 | $7.41M | Buy |
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|
2022
Q3 | $5.96M | Buy |
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|
2022
Q2 | $6.09M | Sell |
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|
2022
Q1 | $7.39M | Buy |
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|
2021
Q4 | $7.77M | Buy |
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