PCG Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-360
Closed -$202K 77
2025
Q1
$202K Buy
+360
New +$202K 0.19% 73