Private Management Group’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 | $618K | Sell |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $598K | Buy |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $518K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $201K | Buy |
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