Private Wealth Management Group’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 | $95.6K | Hold |
154
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $86.5K | Buy |
154
+77
| +100% | +$43.3K | 0.03% | 121 |
|
|
2024
Q4 | $45.3K | Hold |
77
| – | – | 0.02% | 178 |
|
|
2024
Q3 | $44.4K | Sell |
77
-3
| -4% | -$1.73K | 0.02% | 175 |
|
|
2024
Q2 | $43.8K | Buy |
80
+40
| +100% | +$21.9K | 0.02% | 167 |
|
|
2024
Q1 | $21K | Hold |
40
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $19.1K | Buy |
+40
| New | +$19.1K | 0.01% | 272 |
|