Barnes Pettey Financial 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 | $3.18M | Sell |
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|
2025
Q1 | $2.89M | Sell |
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|
2024
Q4 | $3.03M | Buy |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $404K | Buy |
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