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Planning Solutions Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$25M Buy
84,867
+1,315
+2% +$388K 12.88% 1
2019
Q1
$23.8M Sell
83,552
-93
-0.1% -$26.5K 12.73% 1
2018
Q4
$21M Buy
+83,645
New +$21M 12.8% 1