JPWM
Jamison Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Sell |
8,093
-156
| -2% | -$96.9K | 0.72% | 46 |
|
|
2025
Q1 | $4.64M | Sell |
8,249
-79
| -0.9% | -$44.4K | 0.71% | 43 |
|
|
2024
Q4 | $4.9M | Buy |
8,328
+375
| +5% | +$221K | 0.72% | 46 |
|
|
2024
Q3 | $4.59M | Buy |
7,953
+679
| +9% | +$392K | 0.7% | 47 |
|
|
2024
Q2 | $3.98M | Buy |
7,274
+1,026
| +16% | +$561K | 0.66% | 47 |
|
|
2024
Q1 | $3.28M | Buy |
6,248
+180
| +3% | +$94.6K | 0.56% | 51 |
|
|
2023
Q4 | $2.9M | Buy |
6,068
+310
| +5% | +$148K | 0.54% | 52 |
|
|
2023
Q3 | $2.47M | Buy |
+5,758
| New | +$2.47M | 0.51% | 55 |
|