GJWM
Gilliland Jeter Wealth Management’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 | $2.94M | Sell |
4,731
-74
| -2% | -$45.9K | 0.96% | 25 |
|
|
2025
Q1 | $2.7M | Buy |
4,805
+127
| +3% | +$71.4K | 0.95% | 26 |
|
|
2024
Q4 | $2.75M | Buy |
4,678
+712
| +18% | +$419K | 0.93% | 27 |
|
|
2024
Q3 | $2.29M | Buy |
3,966
+298
| +8% | +$172K | 0.74% | 36 |
|
|
2024
Q2 | $2.01M | Buy |
3,668
+209
| +6% | +$114K | 0.68% | 40 |
|
|
2024
Q1 | $1.82M | Buy |
3,459
+950
| +38% | +$499K | 0.63% | 42 |
|
|
2023
Q4 | $1.2M | Buy |
+2,509
| New | +$1.2M | 0.5% | 56 |
|