Prairie Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
1,320
-143
| -10% | -$88.8K | 0.35% | 52 |
|
|
2025
Q1 | $822K | Sell |
1,463
-187
| -11% | -$105K | 0.4% | 48 |
|
|
2024
Q4 | $971K | Buy |
1,650
+86
| +5% | +$50.6K | 0.47% | 43 |
|
|
2024
Q3 | $902K | Sell |
1,564
-654
| -29% | -$377K | 0.45% | 45 |
|
|
2024
Q2 | $1.21M | Sell |
2,218
-4,344
| -66% | -$2.38M | 0.62% | 29 |
|
|
2024
Q1 | $3.45M | Buy |
+6,562
| New | +$3.45M | 1.62% | 11 |
|