PSP
Pacific Sage Partners’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 | $269K | Hold |
433
| – | – | 0.05% | 89 |
|
|
2025
Q1 | $243K | Hold |
433
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $255K | Hold |
433
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $250K | Hold |
433
| – | – | 0.06% | 81 |
|
|
2024
Q2 | $237K | Hold |
433
| – | – | 0.06% | 83 |
|
|
2024
Q1 | $228K | Hold |
433
| – | – | 0.06% | 84 |
|
|
2023
Q4 | $207K | Sell |
433
-95
| -18% | -$45.4K | 0.06% | 86 |
|
|
2023
Q3 | $227K | Hold |
528
| – | – | 0.07% | 78 |
|
|
2023
Q2 | $235K | Buy |
+528
| New | +$235K | 0.07% | 74 |
|