PMWMG
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Parr McKnight Wealth Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$33.8M Sell
54,396
-473
-0.9% -$294K 4.64% 1
2025
Q1 		$30.8M Sell
54,869
-2,390
-4% -$1.34M 4.44% 1
2024
Q4 		$33.7M Buy
+57,259
New +$33.7M 4.83% 1