Pinnacle Financial Group’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 | $425K | Sell |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $439K | Hold |
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|
2024
Q1 | $422K | Sell |
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|
2023
Q4 | $470K | Hold |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $508K | Buy |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $559K | Buy |
|