IJWM
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Inman Jager Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Inman Jager Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.7M Sell
18,818
-483
-3% -$300K 7.9% 2
2025
Q1 		$10.8M Sell
19,301
-1,206
-6% -$678K 8.13% 2
2024
Q4 		$12.1M Buy
+20,507
New +$12.1M 9.41% 2