PAG
Powers Advisory Group’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 | $917K | Hold |
1,478
| – | – | 0.4% | 42 |
|
|
2025
Q1 | $830K | Buy |
1,478
+214
| +17% | +$120K | 0.4% | 46 |
|
|
2024
Q4 | $744K | Buy |
1,264
+376
| +42% | +$221K | 0.37% | 44 |
|
|
2024
Q3 | $512K | Buy |
888
+20
| +2% | +$11.5K | 0.26% | 60 |
|
|
2024
Q2 | $475K | Buy |
+868
| New | +$475K | 0.26% | 60 |
|