DHJJ Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
1,450
-63
| -4% | -$39.1K | 0.33% | 58 |
|
|
2025
Q1 | $850K | Sell |
1,513
-36
| -2% | -$20.2K | 0.34% | 54 |
|
|
2024
Q4 | $912K | Hold |
1,549
| – | – | 0.36% | 53 |
|
|
2024
Q3 | $893K | Sell |
1,549
-36
| -2% | -$20.8K | 0.35% | 54 |
|
|
2024
Q2 | $867K | Buy |
1,585
+1,333
| +529% | +$729K | 0.37% | 50 |
|
|
2024
Q1 | $132K | Hold |
252
| – | – | 0.06% | 176 |
|
|
2023
Q4 | $120K | Hold |
252
| – | – | 0.06% | 179 |
|
|
2023
Q3 | $108K | Buy |
+252
| New | +$108K | 0.05% | 175 |
|