Paragon Advisors’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 | $314K | Sell |
|
|||||
|
2025
Q1 | $878K | Buy |
|
|||||
|
2024
Q4 | $789K | Buy |
|
|||||
|
2024
Q3 | $618K | Hold |
|
|||||
|
2024
Q2 | $586K | Buy |
|
|||||
|
2024
Q1 | $210K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $353K | Sell |
|
|||||
|
2022
Q3 | $566K | Sell |
|
|||||
|
2022
Q2 | $646K | Sell |
|
|||||
|
2022
Q1 | $844K | Sell |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $275K | Sell |
|
|||||
|
2019
Q4 | $395K | Buy |
|