J.W. Burns & Co’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $447K | Hold |
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|
2024
Q3 | $438K | Hold |
|
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|
2024
Q2 | $416K | Buy |
|
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|
2024
Q1 | $384K | Hold |
|
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $326K | Hold |
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|
2023
Q1 | $300K | Hold |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $348K | Hold |
|
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $257K | Buy |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $273K | Buy |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $233K | Buy |
|