PFG Private Wealth Management’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 | $26.6M | Buy |
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|
2025
Q1 | $23.8M | Buy |
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|
2024
Q4 | $24.2M | Buy |
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|
2024
Q3 | $21.5M | Sell |
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|
2024
Q2 | $29M | Buy |
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|
2024
Q1 | $27.8M | Sell |
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|
2023
Q4 | $25.6M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $9.7M | Sell |
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|
2022
Q4 | $16.2M | Buy |
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|
2022
Q3 | $14.4M | Buy |
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|
2022
Q2 | $7.65M | Buy |
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|
2022
Q1 | $9.03M | Sell |
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|
2021
Q4 | $18.2M | Sell |
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|
2021
Q3 | $18.1M | Buy |
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|
2021
Q2 | $17.3M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $4.09M | Buy |
|