Peachtree Investment Partners’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 | $1.09M | Buy |
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|
2025
Q2 | $548K | Sell |
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|
2025
Q1 | $974K | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $44K | Buy |
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|
2021
Q1 | $40K | Sell |
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|
2020
Q4 | $100K | Buy |
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