Panoramic Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Panoramic Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.93M	Buy
2025 Q2	$2.69M	Buy
2025 Q1	$2.41M	Buy
2024 Q4	$2.5M	Buy
2024 Q3	$2.41M	Buy
2024 Q1	$2.05M	Buy
2023 Q4	$1.78M	Buy
2023 Q3	$1.57M	Buy
2022 Q4	$1.26M	Buy