PSA
Plum Street 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 | $4.23M | Sell |
6,816
-204
| -3% | -$127K | 1.87% | 15 |
|
|
2025
Q1 | $3.94M | Sell |
7,020
-44
| -0.6% | -$24.7K | 1.9% | 13 |
|
|
2024
Q4 | $4.16M | Sell |
7,064
-224
| -3% | -$132K | 2.05% | 13 |
|
|
2024
Q3 | $4.2M | Buy |
7,288
+42
| +0.6% | +$24.2K | 2.13% | 12 |
|
|
2024
Q2 | $3.97M | Sell |
7,246
-42
| -0.6% | -$23K | 2.31% | 12 |
|
|
2024
Q1 | $4.2M | Buy |
7,288
+139
| +2% | +$80.2K | 2.13% | 12 |
|
|
2023
Q4 | $3.41M | Buy |
+7,149
| New | +$3.41M | 2.27% | 11 |
|