PDS Planning’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
Q3 | $101M | Buy |
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|
2025
Q2 | $92.2M | Buy |
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|
2025
Q1 | $80.2M | Buy |
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|
2024
Q4 | $82.3M | Buy |
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|
2024
Q3 | $78.9M | Buy |
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|
2024
Q2 | $59.1M | Buy |
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|
2024
Q1 | $55.2M | Sell |
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|
2023
Q4 | $50.2M | Buy |
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|
2023
Q3 | $44.1M | Buy |
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|
2023
Q2 | $44.6M | Buy |
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|
2023
Q1 | $38.8M | Buy |
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|
2022
Q4 | $33.8M | Buy |
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|
2022
Q3 | $30.9M | Buy |
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|
2022
Q2 | $29.4M | Buy |
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|
2022
Q1 | $30.8M | Buy |
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|
2021
Q4 | $29.3M | Buy |
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|
2021
Q3 | $23.5M | Buy |
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|
2021
Q2 | $21M | Buy |
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|
2021
Q1 | $15.6M | Buy |
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|
2020
Q4 | $11.9M | Buy |
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|
2020
Q3 | $9.06M | Buy |
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|
2020
Q2 | $8.27M | Buy |
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|
2020
Q1 | $5.21M | Buy |
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|
2019
Q4 | $4.75M | Buy |
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|
2019
Q3 | $4.23M | Buy |
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|
2019
Q2 | $4.01M | Sell |
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|
2019
Q1 | $3.95M | Buy |
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|
2018
Q4 | $3.04M | Buy |
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|
2018
Q3 | $3.51M | Buy |
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|
2018
Q2 | $3.15M | Buy |
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|
2018
Q1 | $2.96M | Sell |
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|
2017
Q4 | $3.03M | Buy |
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