AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.18M | Sell |
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|
2023
Q1 | $7.63M | Buy |
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|
2022
Q4 | $7.03M | Buy |
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|
2022
Q3 | $4.73M | Sell |
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|
2022
Q2 | $5.04M | Buy |
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|
2022
Q1 | $5.96M | Buy |
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|
2021
Q4 | $5.63M | Sell |
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|
2021
Q3 | $5.18M | Buy |
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|
2021
Q2 | $4.94M | Buy |
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|
2021
Q1 | $4.54M | Sell |
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|
2020
Q4 | $4.29M | Sell |
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|
2020
Q3 | $4M | Hold |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $3.52M | Buy |
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|
2019
Q4 | $1.91M | Sell |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $2.12M | Sell |
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|
2019
Q1 | $2.12M | Sell |
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|
2018
Q4 | $2.79M | Buy |
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|
2018
Q3 | $236K | Buy |
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