Pinnacle Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$9.14M Buy
24,103
+1,331
+6% +$505K 3.58% 2
2022
Q1
$10.3M Buy
22,772
+1,344
+6% +$610K 3.22% 2
2021
Q4
$10.2M Buy
+21,428
New +$10.2M 3.2% 2