Platform Technology Partners’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
Q3
$8.16M Buy
2025
Q2
$7.57M Sell
2025
Q1
$7M Sell
2024
Q4
$7.41M Buy
2024
Q3
$5.75M Buy
2024
Q2
$5.02M Buy
2023
Q4
$2.91M Buy
2023
Q3
$2.01M Buy
2023
Q2
$1.89M Sell
2023
Q1
$1.94M Buy
2022
Q4
$1.78M Sell
2022
Q3
$1.67M Sell
2022
Q2
$2.55M Sell
2022
Q1
$3.22M Buy
2021
Q4
$3.34M Hold
2021
Q3
$3.02M Hold
2021
Q2
$3.01M Buy
2020
Q4
$2.62M Buy
2020
Q3
Sell
2020
Q2
$2.26M Buy