Jackson Wealth 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 | $21.9M | Buy |
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|
2025
Q2 | $20.3M | Buy |
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|
2025
Q1 | $18.3M | Sell |
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|
2024
Q4 | $19.2M | Buy |
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|
2024
Q3 | $16.4M | Buy |
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|
2024
Q2 | $8.87M | Sell |
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|
2024
Q1 | $15.6M | Buy |
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|
2023
Q4 | $13.8M | Sell |
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|
2023
Q3 | $15.6M | Buy |
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|
2023
Q2 | $13.4M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.89M | Sell |
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|
2022
Q3 | $5.66M | Buy |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $8.68M | Sell |
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|
2021
Q4 | $9.13M | Sell |
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|
2021
Q3 | $125K | Sell |
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|
2021
Q2 | $23.5M | Buy |
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|
2021
Q1 | $7.12M | Buy |
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|
2020
Q4 | $6.14M | Sell |
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|
2020
Q3 | $6.05M | Sell |
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|
2020
Q2 | $6.49M | Buy |
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|
2020
Q1 | $4.25M | Sell |
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|
2019
Q4 | $33.6M | Sell |
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|
2019
Q3 | $30.5M | Sell |
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|
2019
Q2 | $31.9M | Sell |
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|
2019
Q1 | $31.4M | Buy |
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|
2018
Q4 | $26.6M | Sell |
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|
2018
Q3 | $40.5M | Buy |
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|
2018
Q2 | $37M | Sell |
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|
2018
Q1 | $37.6M | Sell |
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|
2017
Q4 | $43.7M | Sell |
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|
2017
Q3 | $64.1M | Buy |
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|
2017
Q2 | $58.1M | Buy |
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|
2017
Q1 | $52.1M | Buy |
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|
2016
Q4 | $48.9M | Buy |
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|
2016
Q3 | $45.7M | Sell |
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|
2016
Q2 | $46.3M | Buy |
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|
2016
Q1 | $38.2M | Sell |
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|
2015
Q4 | $38M | Buy |
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|
2015
Q3 | $31.9M | Buy |
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|
2015
Q2 | $33.9M | Buy |
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|
2015
Q1 | $32.2M | Buy |
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|
2014
Q4 | $30M | Buy |
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