PrairieView Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.7M Buy
2025
Q1
$21M Buy
2024
Q4
$20.4M Sell
2024
Q3
$20.2M Sell
2024
Q2
$22M Buy
2024
Q1
$21M Buy
2023
Q4
$18.6M Buy