4J Wealth Management’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 | $23.3M | Buy |
|
|||||
|
2025
Q1 | $20.7M | Buy |
|
|||||
|
2024
Q4 | $20M | Sell |
|
|||||
|
2024
Q3 | $19.6M | Buy |
|
|||||
|
2024
Q2 | $18.3M | Buy |
|
|||||
|
2024
Q1 | $13.1M | Buy |
|
|||||
|
2023
Q4 | $11.9M | Buy |
|
|||||
|
2023
Q3 | $8.58M | Buy |
|
|||||
|
2023
Q2 | $7.58M | Sell |
|
|||||
|
2023
Q1 | $7M | Sell |
|
|||||
|
2022
Q4 | $6.56M | Sell |
|
|||||
|
2022
Q3 | $6.21M | Buy |
|
|||||
|
2022
Q2 | $6.36M | Sell |
|
|||||
|
2022
Q1 | $25.3M | Buy |
|
|||||
|
2021
Q4 | $24.3M | Buy |
|
|||||
|
2021
Q3 | $21.9M | Buy |
|
|||||
|
2021
Q2 | $21.5M | Buy |
|
|||||
|
2021
Q1 | $19.5M | Sell |
|
|||||
|
2020
Q4 | $19.3M | Buy |
|