CJM Wealth Advisers’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
Q3
$296K Buy
2025
Q2
$250K Sell
2025
Q1
$230K Hold
2024
Q4
$241K Hold
2024
Q3
$236K Buy
2024
Q2
$218K Hold
2024
Q1
$209K Buy