PCI
Planning Center Inc’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 | $1.11M | Sell |
1,787
-75
| -4% | -$46.6K | 0.12% | 29 |
|
|
2025
Q1 | $1.05M | Sell |
1,862
-216
| -10% | -$121K | 0.12% | 31 |
|
|
2024
Q4 | $1.22M | Hold |
2,078
| – | – | 0.16% | 27 |
|
|
2024
Q3 | $1.2M | Buy |
2,078
+40
| +2% | +$23.1K | 0.15% | 28 |
|
|
2024
Q2 | $1.12M | Sell |
2,038
-122
| -6% | -$66.8K | 0.15% | 28 |
|
|
2024
Q1 | $1.14M | Sell |
2,160
-76
| -3% | -$40K | 0.25% | 25 |
|
|
2023
Q4 | $1.07M | Sell |
2,236
-476
| -18% | -$227K | 0.25% | 27 |
|
|
2023
Q3 | $1.16M | Hold |
2,712
| – | – | 0.3% | 23 |
|
|
2023
Q2 | $1.21M | Sell |
2,712
-12
| -0.4% | -$5.35K | 0.31% | 23 |
|
|
2023
Q1 | $1.13M | Sell |
2,724
-120
| -4% | -$49.8K | 0.31% | 21 |
|
|
2022
Q4 | $1.09M | Sell |
2,844
-380
| -12% | -$146K | 0.33% | 20 |
|
|
2022
Q3 | $1.16M | Sell |
3,224
-94
| -3% | -$33.8K | 0.92% | 12 |
|
|
2022
Q2 | $1.28M | Sell |
3,318
-12
| -0.4% | -$4.62K | 1.01% | 11 |
|
|
2022
Q1 | $1.51M | Sell |
3,330
-12
| -0.4% | -$5.45K | 4.34% | 6 |
|
|
2021
Q4 | $1.54M | Buy |
+3,342
| New | +$1.54M | 1.22% | 11 |
|