PKS Advisory Services’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
2025
Q2
$47M Sell
75,705
-204
-0.3% -$127K 11.6% 1
2025
Q1
$42.7M Buy
75,909
+4,013
+6% +$2.25M 11.67% 1
2024
Q4
$42.3M Buy
+71,896
New +$42.3M 10.58% 1