J2 Capital Management’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
Q3
$1.95M Sell
2025
Q2
$2.24M Buy
2025
Q1
$1.99M Buy
2024
Q4
$2.08M Buy
2023
Q3
$1.27M Sell
2023
Q2
$1.41M Sell
2023
Q1
$1.58M Buy
2022
Q4
$852K Sell
2022
Q3
$803K Sell
2022
Q2
$1.42M Buy
2022
Q1
$1.68M Buy
2021
Q4
$1.64M Buy