Pin Oak Investment 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 | $346K | Sell |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $486K | Hold |
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|
2024
Q3 | $486K | Hold |
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|
2024
Q2 | $461K | Hold |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $127K | Buy |
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|
2022
Q2 | $93K | Buy |
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|
2022
Q1 | $110K | Sell |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $105K | Hold |
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|
2021
Q2 | $105K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $195K | Buy |
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