JMFC
J.M. Forbes & Co’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 | $1.94M | Hold |
3,125
| – | – | 0.18% | 69 |
|
|
2025
Q1 | $1.76M | Buy |
3,125
+25
| +0.8% | +$14K | 0.17% | 70 |
|
|
2024
Q4 | $1.82M | Hold |
3,100
| – | – | 0.18% | 69 |
|
|
2024
Q3 | $1.79M | Buy |
3,100
+80
| +3% | +$46.1K | 0.17% | 68 |
|
|
2024
Q2 | $1.65M | Hold |
3,020
| – | – | 0.17% | 68 |
|
|
2024
Q1 | $1.59M | Buy |
3,020
+370
| +14% | +$195K | 0.17% | 68 |
|
|
2023
Q4 | $1.27M | Hold |
2,650
| – | – | 0.15% | 69 |
|
|
2023
Q3 | $1.14M | Hold |
2,650
| – | – | 0.15% | 68 |
|
|
2023
Q2 | $1.18M | Buy |
+2,650
| New | +$1.18M | 0.15% | 67 |
|