Prudent Man Advisors’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 | $4.19M | Sell |
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|
2025
Q1 | $3.92M | Buy |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.39M | Hold |
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|
2024
Q2 | $3.21M | Hold |
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|
2024
Q1 | $3.09M | Buy |
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|
2023
Q4 | $1.75M | Hold |
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|
2023
Q3 | $1.58M | Hold |
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|
2023
Q2 | $1.64M | Hold |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $1.75M | Hold |
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|
2022
Q2 | $1.85M | Hold |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $2.45M | Sell |
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|
2021
Q3 | $2.21M | Hold |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.15M | Sell |
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|
2020
Q4 | $2.2M | Sell |
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|
2020
Q3 | $2.47M | Buy |
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|
2020
Q2 | $1.8M | Buy |
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