Panoramic Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
4,334
+40
| +0.9% | +$24.8K | 1.65% | 19 |
|
|
2025
Q1 | $2.41M | Buy |
4,294
+40
| +0.9% | +$22.5K | 1.63% | 20 |
|
|
2024
Q4 | $2.5M | Buy |
4,254
+71
| +2% | +$41.8K | 1.63% | 18 |
|
|
2024
Q3 | $2.41M | Buy |
+4,183
| New | +$2.41M | 1.67% | 15 |
|
|
2024
Q1 | $2.05M | Buy |
3,906
+187
| +5% | +$98.3K | 1.51% | 18 |
|
|
2023
Q4 | $1.78M | Buy |
3,719
+73
| +2% | +$34.9K | 1.54% | 18 |
|
|
2023
Q3 | $1.57M | Buy |
+3,646
| New | +$1.57M | 1.44% | 20 |
|
|
2022
Q4 | $1.26M | Buy |
+3,275
| New | +$1.26M | 1.29% | 20 |
|