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Pinney & Scofield’s iShares Core S&P 500 ETF IVV Stock Holding History

Pinney & Scofield’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$704K Hold
1,134
– – 0.48% 26
2025
Q1 		$637K Hold
1,134
– – 0.46% 26
2024
Q4 		$668K Buy
+1,134
New +$668K 0.51% 27