Paces Ferry 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 | $4.38M | Sell |
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2025
Q1 | $4.32M | Sell |
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2024
Q4 | $4.7M | Buy |
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2024
Q3 | $4.56M | Buy |
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2024
Q2 | $4.12M | Buy |
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2024
Q1 | $3.94M | Sell |
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2023
Q4 | $4.1M | Buy |
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2023
Q3 | $3.62M | Sell |
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2023
Q2 | $3.87M | Sell |
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2023
Q1 | $3.69M | Sell |
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2022
Q4 | $4.09M | Sell |
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2022
Q3 | $3.87M | Sell |
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2022
Q2 | $4.13M | Buy |
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2022
Q1 | $4.87M | Sell |
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2021
Q4 | $5.5M | Buy |
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2021
Q3 | $4.88M | Sell |
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2021
Q2 | $4.96M | Sell |
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2021
Q1 | $4.66M | Sell |
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2020
Q4 | $4.43M | Sell |
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2020
Q3 | $4.06M | Buy |
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