Piedmont Capital 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 | $578K | Buy |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $503K | Buy |
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.39M | Buy |
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