Pacific Financial Group’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 | $19.2M | Sell |
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|
2025
Q1 | $19.2M | Sell |
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|
2024
Q4 | $20.4M | Sell |
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|
2024
Q3 | $20.9M | Sell |
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|
2024
Q2 | $21.5M | Sell |
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|
2024
Q1 | $21.8M | Buy |
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|
2023
Q4 | $12.8M | Sell |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $9.91M | Buy |
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|
2022
Q3 | $8.84M | Sell |
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|
2022
Q2 | $10.1M | Sell |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $8.66M | Buy |
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|
2020
Q4 | $8.04M | Buy |
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|
2020
Q3 | $6.14M | Buy |
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|
2020
Q2 | $4.07M | Hold |
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|
2020
Q1 | $4.07M | Sell |
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|
2019
Q4 | $23.8M | Buy |
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|
2019
Q3 | $5.96M | Buy |
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|
2019
Q2 | $5.62M | Hold |
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|
2019
Q1 | $5.62M | Buy |
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|
2018
Q4 | $4.65M | Buy |
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|
2016
Q2 | $4.55M | Buy |
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|
2015
Q4 | $2.9M | Sell |
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|
2015
Q3 | $2.73M | Buy |
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|
2015
Q2 | $2.5M | Buy |
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|
2015
Q1 | $2.47M | Buy |
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|
2014
Q4 | $2.45M | Buy |
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|
2014
Q3 | $2.33M | Buy |
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|
2014
Q2 | $2.21M | Buy |
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|
2014
Q1 | $2.1M | Sell |
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|
2013
Q4 | $2.1M | Buy |
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|
2013
Q3 | $1.81M | Sell |
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|
2013
Q2 | $4.47M | Buy |
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