PA
Pineridge Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
4,470
+52
| +1% | +$32.3K | 1.01% | 12 |
|
|
2025
Q1 | $2.48M | Sell |
4,418
-151
| -3% | -$84.8K | 0.97% | 12 |
|
|
2024
Q4 | $2.69M | Sell |
4,569
-19
| -0.4% | -$11.2K | 1.02% | 13 |
|
|
2024
Q3 | $2.65M | Sell |
4,588
-472
| -9% | -$272K | 1% | 22 |
|
|
2024
Q2 | $2.77M | Sell |
5,060
-162
| -3% | -$88.7K | 0.94% | 20 |
|
|
2024
Q1 | $2.75M | Sell |
5,222
-272
| -5% | -$143K | 0.97% | 16 |
|
|
2023
Q4 | $2.62M | Buy |
+5,494
| New | +$2.62M | 0.87% | 19 |
|