PGWM
Pitti Group Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
2,343
+63
| +3% | +$39.1K | 1.26% | 19 |
|
|
2025
Q1 | $1.28M | Buy |
2,280
+35
| +2% | +$19.7K | 1.31% | 22 |
|
|
2024
Q4 | $1.32M | Sell |
2,245
-129
| -5% | -$75.9K | 1.34% | 22 |
|
|
2024
Q3 | $1.13M | Hold |
2,374
| – | – | 1.23% | 23 |
|
|
2024
Q2 | $1.13M | Buy |
2,374
+47
| +2% | +$22.4K | 1.23% | 23 |
|
|
2024
Q1 | $1.21M | Sell |
2,327
-47
| -2% | -$24.5K | 1.35% | 23 |
|
|
2023
Q4 | $1.13M | Sell |
2,374
-396
| -14% | -$189K | 1.23% | 23 |
|
|
2023
Q3 | $1.19M | Sell |
2,770
-476
| -15% | -$204K | 1.36% | 23 |
|
|
2023
Q2 | $1.45M | Sell |
3,246
-3
| -0.1% | -$1.34K | 1.62% | 17 |
|
|
2023
Q1 | $1.34M | Buy |
3,249
+12
| +0.4% | +$4.93K | 1.49% | 20 |
|
|
2022
Q4 | $1.24M | Sell |
3,237
-45
| -1% | -$17.3K | 1.48% | 20 |
|
|
2022
Q3 | $1.18M | Buy |
3,282
+53
| +2% | +$19K | 1.62% | 16 |
|
|
2022
Q2 | $1.22M | Sell |
3,229
-14
| -0.4% | -$5.31K | 1.67% | 15 |
|
|
2022
Q1 | $1.47M | Buy |
3,243
+82
| +3% | +$37.2K | 1.72% | 17 |
|
|
2021
Q4 | $1.51M | Buy |
+3,161
| New | +$1.51M | 1.68% | 18 |
|