Pacific Sage Partners’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
$269K Hold
2025
Q1
$243K Hold
2024
Q4
$255K Hold
2024
Q3
$250K Hold
2024
Q2
$237K Hold
2024
Q1
$228K Hold
2023
Q4
$207K Sell
2023
Q3
$227K Hold
2023
Q2
$235K Buy