Peak Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.9M | Buy |
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|
2025
Q4 | $41.5M | Buy |
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|
2025
Q3 | $21.6M | Buy |
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|
2024
Q4 | $27.3M | Buy |
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|
2024
Q2 | $21M | Buy |
|
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|
2024
Q1 | $17.5M | Buy |
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|
2023
Q4 | $15.2M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $14.1M | Buy |
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|
2023
Q1 | $11.9M | Buy |
|
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|
2022
Q4 | $11M | Sell |
|
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|
2022
Q3 | $13.4M | Sell |
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|
2022
Q2 | $17M | Buy |
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|
2021
Q4 | $19.1M | Buy |
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|
2021
Q3 | $15.3M | Buy |
|