Pettinga Financial Advisors’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
Q2 | $29.3M | Sell |
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|
2025
Q1 | $32.7M | Sell |
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|
2024
Q4 | $41.4M | Sell |
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|
2024
Q3 | $41.5M | Sell |
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|
2024
Q2 | $45M | Sell |
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|
2024
Q1 | $47M | Sell |
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|
2023
Q4 | $44.5M | Buy |
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|
2023
Q3 | $35.9M | Buy |
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|
2023
Q2 | $29.7M | Sell |
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|
2023
Q1 | $27.8M | Sell |
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|
2022
Q4 | $41.4M | Sell |
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|
2022
Q3 | $39.9M | Sell |
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|
2022
Q2 | $42.6M | Buy |
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|
2022
Q1 | $49.8M | Buy |
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|
2021
Q4 | $30.7M | Buy |
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|
2021
Q3 | $24.4M | Buy |
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|
2021
Q2 | $24M | Buy |
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|
2021
Q1 | $21.7M | Sell |
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|
2020
Q4 | $32.1M | Buy |
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|
2020
Q3 | $25.8M | Buy |
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|
2020
Q2 | $23.7M | Buy |
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|
2020
Q1 | $16.5M | Buy |
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|
2019
Q4 | $20.3M | Sell |
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|
2019
Q3 | $19.3M | Sell |
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|
2019
Q2 | $19.6M | Sell |
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|
2019
Q1 | $19.2M | Buy |
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|
2018
Q4 | $13M | Buy |
|