Jacobson & Schmitt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $261K | Sell |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $331K | Sell |
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|
2019
Q3 | $506K | Sell |
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|
2019
Q2 | $500K | Sell |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $451K | Sell |
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|
2018
Q3 | $530K | Buy |
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|
2018
Q2 | $462K | Sell |
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|
2018
Q1 | $458K | Buy |
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|
2017
Q4 | $455K | Buy |
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|
2017
Q3 | $388K | Buy |
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|
2017
Q2 | $327K | Buy |
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|
2017
Q1 | $231K | Buy |
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