MWA
Muirfield Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
1,466
-96
| -6% | -$59.6K | 0.72% | 29 |
|
|
2025
Q1 | $878K | Sell |
1,562
-473
| -23% | -$266K | 0.75% | 30 |
|
|
2024
Q4 | $1.2M | Buy |
2,035
+358
| +21% | +$211K | 0.99% | 26 |
|
|
2024
Q3 | $967K | Sell |
1,677
-136
| -8% | -$78.4K | 0.82% | 31 |
|
|
2024
Q2 | $992K | Buy |
1,813
+46
| +3% | +$25.2K | 0.93% | 26 |
|
|
2024
Q1 | $929K | Buy |
1,767
+70
| +4% | +$36.8K | 0.9% | 30 |
|
|
2023
Q4 | $811K | Buy |
+1,697
| New | +$811K | 0.86% | 30 |
|