Pinnacle Wealth Management Advisory 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
Q3 | $33.9M | Buy |
|
|||||
|
2025
Q2 | $30.8M | Buy |
|
|||||
|
2025
Q1 | $26.9M | Buy |
|
|||||
|
2024
Q4 | $27.5M | Buy |
|
|||||
|
2024
Q3 | $26.3M | Buy |
|
|||||
|
2024
Q2 | $23.7M | Buy |
|
|||||
|
2024
Q1 | $21.5M | Buy |
|
|||||
|
2023
Q4 | $18.3M | Buy |
|
|||||
|
2023
Q3 | $16M | Buy |
|
|||||
|
2023
Q2 | $15.9M | Buy |
|
|||||
|
2023
Q1 | $13.6M | Buy |
|
|||||
|
2022
Q4 | $11.8M | Buy |
|
|||||
|
2022
Q3 | $10.5M | Buy |
|
|||||
|
2022
Q2 | $10.3M | Buy |
|
|||||
|
2022
Q1 | $11.6M | Buy |
|
|||||
|
2021
Q4 | $10.7M | Buy |
|
|||||
|
2021
Q3 | $8.68M | Buy |
|
|||||
|
2021
Q2 | $8.42M | Buy |
|
|||||
|
2021
Q1 | $7.28M | Buy |
|
|||||
|
2020
Q4 | $6.29M | Buy |
|
|||||
|
2020
Q3 | $5.17M | Buy |
|
|||||
|
2020
Q2 | $4.44M | Buy |
|
|||||
|
2020
Q1 | $3.34M | Buy |
|
|||||
|
2019
Q4 | $3.83M | Buy |
|
|||||
|
2019
Q3 | $2.92M | Buy |
|
|||||
|
2019
Q2 | $2.43M | Buy |
|
|||||
|
2019
Q1 | $1.87M | Buy |
|
|||||
|
2018
Q4 | $1.55M | Sell |
|
|||||
|
2018
Q3 | $1.99M | Buy |
|
|||||
|
2018
Q2 | $1.42M | Buy |
|
|||||
|
2018
Q1 | $1.07M | Sell |
|
|||||
|
2017
Q4 | $1.11M | Buy |
|
|||||
|
2017
Q3 | $859K | Buy |
|
|||||
|
2017
Q2 | $522K | Buy |
|
|||||
|
2017
Q1 | $363K | Buy |
|
|||||
|
2016
Q4 | $236K | Buy |
|