PRI
Prepared Retirement Institute’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
2,017
-221
| -10% | -$137K | 0.74% | 23 |
|
|
2025
Q1 | $1.26M | Sell |
2,238
-281
| -11% | -$158K | 0.8% | 25 |
|
|
2024
Q4 | $1.48M | Sell |
2,519
-5
| -0.2% | -$2.94K | 0.85% | 19 |
|
|
2024
Q3 | $1.46M | Buy |
2,524
+15
| +0.6% | +$8.65K | 0.88% | 20 |
|
|
2024
Q2 | $1.37M | Buy |
2,509
+12
| +0.5% | +$6.57K | 0.91% | 19 |
|
|
2024
Q1 | $1.31M | Hold |
2,497
| – | – | 0.98% | 17 |
|
|
2023
Q4 | $1.19M | Buy |
+2,497
| New | +$1.19M | 0.89% | 19 |
|