DHJJ Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $832K | Sell |
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|
2025
Q4 | $928K | Sell |
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2025
Q3 | $927K | Sell |
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|
2025
Q2 | $900K | Sell |
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|
2025
Q1 | $850K | Sell |
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|
2024
Q4 | $912K | Hold |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $867K | Buy |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $108K | Buy |
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