Piershale Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$10.3K Sell
23
-5
-18% -$2.23K 0.01% 112
2023
Q1
$11.5K Buy
28
+23
+460% +$9.46K 0.01% 103
2022
Q4
$1.92K Buy
+5
New +$1.92K ﹤0.01% 249
2022
Q1
Sell
-1,130
Closed -$539K 15
2021
Q4
$539K Buy
+1,130
New +$539K 0.21% 13