PIS
POM Investment Strategies’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 | – | Sell |
-4
| Closed | -$2.25K | – | 192 |
|
|
2025
Q1 | $2.25K | Buy |
+4
| New | +$2.25K | ﹤0.01% | 150 |
|
|
2024
Q4 | – | Sell |
-21
| Closed | -$12.1K | – | 362 |
|
|
2024
Q3 | $12.1K | Sell |
21
-127
| -86% | -$73.3K | 0.01% | 128 |
|
|
2024
Q2 | $81K | Buy |
+148
| New | +$81K | 0.06% | 57 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$11K | – | 257 |
|
|
2023
Q4 | $11K | Buy |
+23
| New | +$11K | 0.01% | 105 |
|