PBMares Wealth Management’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 | $1.28M | Sell |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.91M | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $2.05M | Hold |
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|
2023
Q1 | $1.89M | Buy |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $942K | Buy |
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|
2021
Q2 | $868K | Sell |
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|
2021
Q1 | $822K | Buy |
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|
2020
Q4 | $773K | Buy |
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|
2020
Q3 | $691K | Buy |
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|
2020
Q2 | $631K | Buy |
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|
2020
Q1 | $466K | Buy |
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|
2019
Q4 | $577K | Buy |
|