PrairieView Wealth 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 | $23.7M | Buy |
38,232
+833
| +2% | +$517K | 24.64% | 1 |
|
|
2025
Q1 | $21M | Buy |
37,399
+2,733
| +8% | +$1.54M | 25.69% | 1 |
|
|
2024
Q4 | $20.4M | Sell |
34,666
-402
| -1% | -$237K | 22.05% | 1 |
|
|
2024
Q3 | $20.2M | Sell |
35,068
-5,084
| -13% | -$2.93M | 21.86% | 1 |
|
|
2024
Q2 | $22M | Buy |
40,152
+151
| +0.4% | +$82.6K | 18.72% | 1 |
|
|
2024
Q1 | $21M | Buy |
40,001
+1,066
| +3% | +$560K | 19.08% | 1 |
|
|
2023
Q4 | $18.6M | Buy |
+38,935
| New | +$18.6M | 18.59% | 1 |
|