Muirfield Wealth 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
$910K Sell
2025
Q1
$878K Sell
2024
Q4
$1.2M Buy
2024
Q3
$967K Sell
2024
Q2
$992K Buy
2024
Q1
$929K Buy
2023
Q4
$811K Buy