DJYG
David J. Yvars Group’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 | $34.8M | Buy |
56,065
+537
| +1% | +$333K | 20.39% | 1 |
|
|
2025
Q1 | $31.2M | Buy |
55,528
+1,610
| +3% | +$905K | 24.55% | 1 |
|
|
2024
Q4 | $31.7M | Buy |
53,918
+327
| +0.6% | +$193K | 19.36% | 1 |
|
|
2024
Q3 | $30.9M | Sell |
53,591
-328
| -0.6% | -$189K | 19.14% | 1 |
|
|
2024
Q2 | $29.5M | Buy |
53,919
+206
| +0.4% | +$113K | 18.46% | 1 |
|
|
2024
Q1 | $28.2M | Sell |
53,713
-1,397
| -3% | -$734K | 19.04% | 1 |
|
|
2023
Q4 | $26.3M | Buy |
55,110
+85
| +0.2% | +$40.6K | 21.17% | 1 |
|
|
2023
Q3 | $23.6M | Buy |
55,025
+1,771
| +3% | +$761K | 19.72% | 1 |
|
|
2023
Q2 | $23.7M | Buy |
53,254
+620
| +1% | +$276K | 19.61% | 1 |
|
|
2023
Q1 | $21.6M | Buy |
52,634
+16,601
| +46% | +$6.82M | 19.55% | 1 |
|
|
2022
Q4 | $13.8M | Buy |
36,033
+1,090
| +3% | +$419K | 17.35% | 1 |
|
|
2022
Q3 | $12.5M | Sell |
34,943
-265
| -0.8% | -$95.1K | 13.93% | 1 |
|
|
2022
Q2 | $13.5M | Sell |
35,208
-2,755
| -7% | -$1.06M | 18.34% | 1 |
|
|
2022
Q1 | $17.2M | Sell |
37,963
-1,544
| -4% | -$701K | 11.99% | 1 |
|
|
2021
Q4 | $18.8M | Sell |
39,507
-48
| -0.1% | -$22.9K | 11.64% | 1 |
|
|
2021
Q3 | $17.2M | Sell |
39,555
-519
| -1% | -$226K | 10.07% | 1 |
|
|
2021
Q2 | $17.2M | Buy |
40,074
+611
| +2% | +$263K | 9.68% | 1 |
|
|
2021
Q1 | $15.7M | Sell |
39,463
-972
| -2% | -$387K | 10% | 1 |
|
|
2020
Q4 | $15.2M | Buy |
+40,435
| New | +$15.2M | 10.28% | 1 |
|