4WM
4J Wealth Management’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 | $23.3M | Buy |
37,531
+698
| +2% | +$433K | 15.74% | 1 |
|
|
2025
Q1 | $20.7M | Buy |
36,833
+2,930
| +9% | +$1.65M | 16.32% | 1 |
|
|
2024
Q4 | $20M | Sell |
33,903
-72
| -0.2% | -$42.4K | 16.16% | 1 |
|
|
2024
Q3 | $19.6M | Buy |
33,975
+593
| +2% | +$342K | 15.18% | 1 |
|
|
2024
Q2 | $18.3M | Buy |
33,382
+8,454
| +34% | +$4.63M | 15.1% | 1 |
|
|
2024
Q1 | $13.1M | Buy |
24,928
+14
| +0.1% | +$7.36K | 11.31% | 1 |
|
|
2023
Q4 | $11.9M | Buy |
24,914
+4,941
| +25% | +$2.36M | 10.87% | 1 |
|
|
2023
Q3 | $8.58M | Buy |
19,973
+2,970
| +17% | +$1.28M | 8.54% | 2 |
|
|
2023
Q2 | $7.58M | Sell |
17,003
-21
| -0.1% | -$9.36K | 7.35% | 2 |
|
|
2023
Q1 | $7M | Sell |
17,024
-42
| -0.2% | -$17.3K | 7.51% | 2 |
|
|
2022
Q4 | $6.56M | Sell |
17,066
-234
| -1% | -$89.9K | 7.62% | 2 |
|
|
2022
Q3 | $6.21M | Buy |
17,300
+529
| +3% | +$190K | 7.94% | 3 |
|
|
2022
Q2 | $6.36M | Sell |
16,771
-39,025
| -70% | -$14.8M | 8% | 3 |
|
|
2022
Q1 | $25.3M | Buy |
55,796
+4,802
| +9% | +$2.18M | 22.15% | 1 |
|
|
2021
Q4 | $24.3M | Buy |
50,994
+159
| +0.3% | +$75.8K | 20.47% | 1 |
|
|
2021
Q3 | $21.9M | Buy |
50,835
+724
| +1% | +$312K | 19.04% | 1 |
|
|
2021
Q2 | $21.5M | Buy |
50,111
+993
| +2% | +$427K | 18.81% | 1 |
|
|
2021
Q1 | $19.5M | Sell |
49,118
-2,185
| -4% | -$869K | 18.18% | 1 |
|
|
2020
Q4 | $19.3M | Buy |
+51,303
| New | +$19.3M | 18.53% | 1 |
|