PFA
Plotkin Financial Advisors’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 | $223K | Buy |
+359
| New | +$223K | 0.12% | 85 |
|
|
2025
Q1 | – | Sell |
-343
| Closed | -$202K | – | 95 |
|
|
2024
Q4 | $202K | Buy |
+343
| New | +$202K | 0.12% | 87 |
|
|
2020
Q3 | – | Sell |
-838
| Closed | -$260K | – | 67 |
|
|
2020
Q2 | $260K | Sell |
838
-20
| -2% | -$6.19K | 0.22% | 51 |
|
|
2020
Q1 | $222K | Hold |
858
| – | – | 0.27% | 48 |
|
|
2019
Q4 | $277K | Buy |
+858
| New | +$277K | 0.26% | 53 |
|