BBJS Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

BBJS Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.19M	Buy
2024 Q2	$5.86M	Sell
2024 Q1	$5.93M	Sell
2023 Q4	$7.36M	Sell
2023 Q3	$7.01M	Sell
2023 Q2	$8.57M	Sell
2023 Q1	$8.14M	Buy
2022 Q4	$6.3M	Buy