Jackson Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,164
Closed -$293K 41
2018
Q4
$293K Buy
1,164
+96
+9% +$24.2K 0.32% 28
2018
Q3
$313K Hold
1,068
0.25% 31
2018
Q2
$292K Buy
1,068
+173
+19% +$47.3K 0.26% 33
2018
Q1
$238K Buy
+895
New +$238K 0.22% 33