PWM
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Pines Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Pines Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$19.9M Buy
31,677
+598
+2% +$376K 7.04% 1
2025
Q1 		$15.5M Buy
31,079
+16,640
+115% +$8.3M 7.17% 1
2024
Q4 		$8.42M Buy
+14,439
New +$8.42M 3.67% 2