Priebe Wealth Holdings’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 | $482K | Hold |
776
| – | – | 0.42% | 39 |
|
|
2025
Q1 | $436K | Buy |
776
+13
| +2% | +$7.31K | 0.27% | 44 |
|
|
2024
Q4 | $449K | Sell |
763
-3
| -0.4% | -$1.77K | 0.3% | 40 |
|
|
2024
Q3 | $442K | Hold |
766
| – | – | 0.32% | 35 |
|
|
2024
Q2 | $419K | Sell |
766
-10
| -1% | -$5.47K | 0.33% | 33 |
|
|
2024
Q1 | $408K | Sell |
776
-436
| -36% | -$229K | 0.32% | 32 |
|
|
2023
Q4 | $579K | Buy |
+1,212
| New | +$579K | 0.48% | 31 |
|