MTM Investment Management’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 | $285K | Hold |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | $177K | Hold |
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|
2024
Q2 | $169K | Buy |
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|
2024
Q1 | $151K | Hold |
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|
2023
Q4 | $138K | Hold |
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|
2023
Q3 | $124K | Sell |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $124K | Sell |
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|
2022
Q3 | $128K | Sell |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $162K | Sell |
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|
2021
Q4 | $197K | Sell |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $145K | Sell |
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|
2020
Q4 | $151K | Buy |
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