Pacifica 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
Q3 | $2.33M | Buy |
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|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $813K | Buy |
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|
2021
Q2 | $702K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $935K | Sell |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.5M | Buy |
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