Pinion 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
Q3 | $23.4M | Buy |
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|
2025
Q2 | $17M | Sell |
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|
2025
Q1 | $19.8M | Buy |
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|
2024
Q4 | $8.83M | Buy |
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|
2024
Q3 | $4.28M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $474K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $938K | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $707K | Buy |
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