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