PAM
Palisade Asset Management’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 | $354K | Buy |
571
+78
| +16% | +$48.4K | 0.04% | 165 |
|
|
2025
Q1 | $277K | Sell |
493
-4
| -0.8% | -$2.25K | 0.03% | 175 |
|
|
2024
Q4 | $292K | Sell |
497
-44
| -8% | -$25.9K | 0.03% | 177 |
|
|
2024
Q3 | $312K | Sell |
541
-34
| -6% | -$19.6K | 0.03% | 172 |
|
|
2024
Q2 | $315K | Sell |
575
-153
| -21% | -$83.7K | 0.03% | 170 |
|
|
2024
Q1 | $383K | Buy |
+728
| New | +$383K | 0.04% | 168 |
|