PA
Prossimo Advisors’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 | – | Sell |
-2,834
| Closed | -$1.59M | – | 134 |
|
|
2025
Q1 | $1.59M | Buy |
2,834
+6
| +0.2% | +$3.37K | 1.2% | 18 |
|
|
2024
Q4 | $1.67M | Buy |
2,828
+59
| +2% | +$34.7K | 1.2% | 16 |
|
|
2024
Q3 | $1.6M | Buy |
2,769
+249
| +10% | +$144K | 1.17% | 19 |
|
|
2024
Q2 | $1.38M | Buy |
+2,520
| New | +$1.38M | 1.25% | 17 |
|
|
2023
Q3 | – | Sell |
-2,516
| Closed | -$1.12M | – | 88 |
|
|
2023
Q2 | $1.12M | Buy |
+2,516
| New | +$1.12M | 1.08% | 21 |
|