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

DHJJ 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
2025 Q3	$927K	Sell
2025 Q2	$900K	Sell
2025 Q1	$850K	Sell
2024 Q4	$912K	Hold
2024 Q3	$893K	Sell
2024 Q2	$867K	Buy
2024 Q1	$132K	Hold
2023 Q4	$120K	Hold
2023 Q3	$108K	Buy