Peachtree Investment Partners’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 | $548K | Sell |
883
-850
| -49% | -$528K | 0.21% | 48 |
|
|
2025
Q1 | $974K | Sell |
1,733
-143
| -8% | -$80.4K | 0.38% | 32 |
|
|
2024
Q4 | $1.1M | Buy |
1,876
+33
| +2% | +$19.4K | 0.41% | 30 |
|
|
2024
Q3 | $1.06M | Buy |
1,843
+4
| +0.2% | +$2.31K | 0.4% | 31 |
|
|
2024
Q2 | $1.01M | Buy |
1,839
+708
| +63% | +$387K | 0.39% | 32 |
|
|
2024
Q1 | $595K | Buy |
1,131
+331
| +41% | +$174K | 0.24% | 40 |
|
|
2023
Q4 | $382K | Buy |
800
+295
| +58% | +$141K | 0.16% | 60 |
|
|
2023
Q3 | $217K | Sell |
505
-1,995
| -80% | -$857K | 0.11% | 78 |
|
|
2023
Q2 | $1.11M | Buy |
+2,500
| New | +$1.11M | 0.51% | 30 |
|
|
2022
Q2 | – | Sell |
-4,209
| Closed | -$1.91M | – | 101 |
|
|
2022
Q1 | $1.91M | Buy |
4,209
+4,109
| +4,109% | +$1.86M | 0.88% | 25 |
|
|
2021
Q4 | $48K | Sell |
100
-2
| -2% | -$960 | 0.02% | 90 |
|
|
2021
Q3 | $44K | Hold |
102
| – | – | 0.02% | 79 |
|
|
2021
Q2 | $44K | Buy |
102
+1
| +1% | +$431 | 0.02% | 82 |
|
|
2021
Q1 | $40K | Sell |
101
-167
| -62% | -$66.1K | 0.02% | 78 |
|
|
2020
Q4 | $100K | Buy |
+268
| New | +$100K | 0.06% | 72 |
|