Dean Jacobson Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Dean Jacobson Financial Services’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 Q4	–	Sell
2024 Q3	$226K	Hold
2024 Q2	$215K	Hold
2024 Q1	$206K	Buy
2023 Q4	–	Sell
2023 Q3	$241K	Hold
2023 Q2	$250K	Buy