PACK Private Wealth’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 | $34.2M | Buy |
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|
2025
Q1 | $29.4M | Sell |
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|
2024
Q4 | $31.5M | Sell |
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|
2024
Q3 | $31.8M | Buy |
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|
2024
Q2 | $29.5M | Buy |
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|
2024
Q1 | $28.2M | Buy |
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|
2023
Q4 | $25.6M | Buy |
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|
2023
Q3 | $22.9M | Buy |
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|
2023
Q2 | $22.7M | Buy |
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|
2023
Q1 | $20.7M | Buy |
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|
2022
Q4 | $18.7M | Sell |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $19.7M | Buy |
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|
2021
Q4 | $20.1M | Buy |
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