Park Edge 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
Q3 | $386K | Sell |
|
|||||
|
2025
Q2 | $384K | Sell |
|
|||||
|
2025
Q1 | $382K | Buy |
|
|||||
|
2024
Q4 | $356K | Buy |
|
|||||
|
2024
Q3 | $337K | Hold |
|
|||||
|
2024
Q2 | $320K | Sell |
|
|||||
|
2024
Q1 | $347K | Sell |
|
|||||
|
2023
Q4 | $384K | Sell |
|
|||||
|
2023
Q3 | $351K | Sell |
|
|||||
|
2023
Q2 | $398K | Sell |
|
|||||
|
2023
Q1 | $393K | Hold |
|
|||||
|
2022
Q4 | $368K | Buy |
|