PAX Financial Group’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 | $23.4M | Sell |
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|
2025
Q1 | $42.3M | Sell |
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|
2024
Q4 | $46.2M | Buy |
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|
2024
Q3 | $44.5M | Sell |
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|
2024
Q2 | $45.5M | Sell |
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|
2024
Q1 | $49.6M | Sell |
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|
2023
Q4 | $65.5M | Buy |
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|
2023
Q3 | $54.8M | Buy |
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|
2023
Q2 | $49.8M | Sell |
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|
2023
Q1 | $47M | Sell |
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|
2022
Q4 | $46.4M | Sell |
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|
2022
Q3 | $47M | Sell |
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|
2022
Q2 | $49.8M | Sell |
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|
2022
Q1 | $59.7M | Buy |
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|
2021
Q4 | $44.1M | Buy |
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|
2021
Q3 | $39.7M | Sell |
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|
2021
Q2 | $41.8M | Buy |
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|
2021
Q1 | $37.8M | Sell |
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|
2020
Q4 | $42.9M | Sell |
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|
2020
Q3 | $38.5M | Buy |
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|
2020
Q2 | $35.4M | Sell |
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|
2020
Q1 | $37.5M | Buy |
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|
2019
Q4 | $37.8M | Buy |
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