PAM
Peninsula Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
2,198
+1,135
| +107% | +$705K | 0.72% | 34 |
|
|
2025
Q1 | $597K | Buy |
1,063
+10
| +0.9% | +$5.62K | 0.33% | 38 |
|
|
2024
Q4 | $620K | Buy |
1,053
+46
| +5% | +$27.1K | 0.33% | 37 |
|
|
2024
Q3 | $581K | Hold |
1,007
| – | – | 0.29% | 38 |
|
|
2024
Q2 | $551K | Buy |
+1,007
| New | +$551K | 0.3% | 37 |
|