PSI 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 | $1.96M | Sell |
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|
2025
Q1 | $1.85M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.62M | Sell |
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|
2024
Q2 | $2.7M | Sell |
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|
2024
Q1 | $3.2M | Sell |
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|
2023
Q4 | $3.49M | Sell |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $4.37M | Sell |
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|
2023
Q1 | $4.44M | Sell |
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|
2022
Q4 | $5.15M | Sell |
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|
2022
Q3 | $5.81M | Sell |
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|
2022
Q2 | $6.41M | Sell |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $12.1M | Sell |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $10.9M | Sell |
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|
2021
Q1 | $10.8M | Sell |
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|
2020
Q4 | $12.8M | Sell |
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|
2020
Q3 | $12.9M | Sell |
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|
2020
Q2 | $12.5M | Sell |
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|
2020
Q1 | $10.8M | Sell |
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|
2019
Q4 | $14M | Buy |
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