PVAMC
PPS&V Asset Management Consultants’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 | $43.5M | Buy |
70,037
+2,970
| +4% | +$1.84M | 27.42% | 1 |
|
|
2025
Q1 | $37.7M | Sell |
67,067
-16
| -0% | -$8.99K | 27.35% | 1 |
|
|
2024
Q4 | $39.5M | Sell |
67,083
-959
| -1% | -$565K | 26.68% | 1 |
|
|
2024
Q3 | $39.2M | Sell |
68,042
-1,379
| -2% | -$795K | 26.92% | 1 |
|
|
2024
Q2 | $38M | Sell |
69,421
-913
| -1% | -$500K | 27.21% | 1 |
|
|
2024
Q1 | $37M | Sell |
70,334
-1,482
| -2% | -$779K | 27.24% | 1 |
|
|
2023
Q4 | $34.3M | Sell |
71,816
-635
| -0.9% | -$303K | 26.25% | 1 |
|
|
2023
Q3 | $31.1M | Sell |
72,451
-2,434
| -3% | -$1.05M | 26.82% | 1 |
|
|
2023
Q2 | $33.4M | Sell |
74,885
-3,775
| -5% | -$1.68M | 27.03% | 1 |
|
|
2023
Q1 | $32.3M | Buy |
78,660
+1,447
| +2% | +$595K | 27.79% | 1 |
|
|
2022
Q4 | $29.7M | Buy |
+77,213
| New | +$29.7M | 28.25% | 1 |
|