J.W. Coons Advisors’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 | $222K | Hold |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $253K | Hold |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $271K | Buy |
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