James J. Burns & Company’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 | $5.85M | Buy |
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|
2025
Q1 | $5.2M | Sell |
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|
2024
Q4 | $5.52M | Sell |
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|
2024
Q3 | $5.73M | Sell |
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|
2024
Q2 | $5.47M | Buy |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $5.03M | Sell |
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|
2023
Q3 | $4.66M | Sell |
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|
2023
Q2 | $4.97M | Sell |
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|
2023
Q1 | $4.63M | Buy |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $576K | Buy |
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