Plan Group Financial’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
Q4 | $5.27M | Sell |
|
|||||
|
2025
Q3 | $5.16M | Sell |
|
|||||
|
2025
Q2 | $5.52M | Buy |
|
|||||
|
2025
Q1 | $701K | Buy |
|
|||||
|
2024
Q4 | $443K | Sell |
|
|||||
|
2024
Q3 | $444K | Sell |
|
|||||
|
2024
Q2 | $483K | Buy |
|
|||||
|
2024
Q1 | $423K | Buy |
|
|||||
|
2023
Q4 | $339K | Buy |
|
|||||
|
2023
Q3 | $284K | Buy |
|
|||||
|
2023
Q2 | $293K | Buy |
|