PrairieView Partners’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 | $73K | Buy |
118
+5
| +4% | +$3.09K | 0.01% | 173 |
|
|
2025
Q1 | $63K | Hold |
113
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $66K | Hold |
113
| – | – | 0.01% | 180 |
|
|
2024
Q3 | $65K | Hold |
113
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $61K | Buy |
+113
| New | +$61K | 0.01% | 187 |
|
|
2023
Q3 | – | Sell |
-58
| Closed | -$25K | – | 430 |
|
|
2023
Q2 | $25K | Buy |
+58
| New | +$25K | ﹤0.01% | 250 |
|
|
2023
Q1 | – | Sell |
-800
| Closed | -$307K | – | 454 |
|
|
2022
Q4 | $307K | Buy |
800
+785
| +5,233% | +$301K | 0.05% | 87 |
|
|
2022
Q3 | $5K | Hold |
15
| – | – | ﹤0.01% | 354 |
|
|
2022
Q2 | $6K | Hold |
15
| – | – | ﹤0.01% | 358 |
|
|
2022
Q1 | $7K | Hold |
15
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $7K | Hold |
15
| – | – | ﹤0.01% | 338 |
|
|
2021
Q3 | $6K | Hold |
15
| – | – | ﹤0.01% | 301 |
|
|
2021
Q2 | $6K | Buy |
+15
| New | +$6K | ﹤0.01% | 297 |
|