PFS Partners’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
Q3 | $7.34M | Sell |
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|
2025
Q2 | $6.91M | Buy |
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|
2025
Q1 | $6.08M | Buy |
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|
2024
Q4 | $5.97M | Buy |
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|
2024
Q3 | $5.81M | Sell |
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|
2024
Q2 | $5.58M | Sell |
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|
2024
Q1 | $5.48M | Sell |
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|
2023
Q4 | $5.23M | Sell |
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|
2023
Q3 | $4.71M | Sell |
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|
2023
Q2 | $4.96M | Sell |
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|
2023
Q1 | $4.72M | Buy |
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|
2022
Q4 | $4.39M | Sell |
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|
2022
Q3 | $4.62M | Sell |
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|
2022
Q2 | $5.52M | Sell |
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|
2022
Q1 | $6.72M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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