PIAS
PCA Investment Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
59,721
+6,896
| +13% | +$4.28M | 15.62% | 1 |
|
|
2025
Q1 | $29.7M | Buy |
52,825
+7,907
| +18% | +$4.44M | 15.69% | 1 |
|
|
2024
Q4 | $26.4M | Buy |
44,918
+1,825
| +4% | +$1.07M | 12.24% | 1 |
|
|
2024
Q3 | $24.9M | Buy |
43,093
+1,575
| +4% | +$908K | 11.71% | 1 |
|
|
2024
Q2 | $22.7M | Sell |
41,518
-1,333
| -3% | -$729K | 11.9% | 1 |
|
|
2024
Q1 | $22.5M | Buy |
42,851
+1,871
| +5% | +$984K | 12.66% | 1 |
|
|
2023
Q4 | $19.6M | Buy |
40,980
+182
| +0.4% | +$86.9K | 12.93% | 1 |
|
|
2023
Q3 | $17.5M | Buy |
40,798
+217
| +0.5% | +$93.2K | 12.49% | 1 |
|
|
2023
Q2 | $18.1M | Sell |
40,581
-2,646
| -6% | -$1.18M | 10.79% | 1 |
|
|
2023
Q1 | $17.8M | Buy |
+43,227
| New | +$17.8M | 12.57% | 1 |
|