BFA
BBJS Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.19M | Buy |
10,729
+13
| +0.1% | +$7.5K | 2.21% | 13 |
|
|
2024
Q2 | $5.86M | Sell |
10,716
-572
| -5% | -$313K | 2.19% | 13 |
|
|
2024
Q1 | $5.93M | Sell |
11,288
-4,121
| -27% | -$2.17M | 2.12% | 15 |
|
|
2023
Q4 | $7.36M | Sell |
15,409
-908
| -6% | -$434K | 2.56% | 9 |
|
|
2023
Q3 | $7.01M | Sell |
16,317
-2,906
| -15% | -$1.25M | 2.66% | 9 |
|
|
2023
Q2 | $8.57M | Sell |
19,223
-579
| -3% | -$258K | 3.43% | 8 |
|
|
2023
Q1 | $8.14M | Buy |
19,802
+3,401
| +21% | +$1.4M | 3.32% | 9 |
|
|
2022
Q4 | $6.3M | Buy |
+16,401
| New | +$6.3M | 2.84% | 12 |
|