Premier Path 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 | $4.92M | Buy |
7,924
+1,168
| +17% | +$725K | 0.68% | 33 |
|
|
2025
Q1 | $3.8M | Sell |
6,756
-133
| -2% | -$74.7K | 0.59% | 38 |
|
|
2024
Q4 | $4.06M | Buy |
6,889
+79
| +1% | +$46.5K | 0.62% | 36 |
|
|
2024
Q3 | $3.93M | Sell |
6,810
-306
| -4% | -$177K | 0.62% | 36 |
|
|
2024
Q2 | $3.89M | Buy |
7,116
+2,919
| +70% | +$1.6M | 0.66% | 34 |
|
|
2024
Q1 | $2.21M | Sell |
4,197
-181
| -4% | -$95.2K | 0.42% | 61 |
|
|
2023
Q4 | $2.09M | Buy |
+4,378
| New | +$2.09M | 0.46% | 47 |
|