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PMG Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

PMG Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3M Buy
4,839
+893
+23% +$554K 2.48% 14
2025
Q1 		$2.22M Buy
3,946
+19
+0.5% +$10.7K 2.36% 14
2024
Q4 		$2.31M Buy
+3,927
New +$2.31M 2.1% 17