Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $63.9M | Sell |
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|
2024
Q1 | $64.6M | Buy |
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|
2023
Q4 | $57.1M | Sell |
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|
2023
Q3 | $51.8M | Sell |
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|
2023
Q2 | $53.8M | Sell |
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|
2023
Q1 | $50.2M | Sell |
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|
2022
Q4 | $50.1M | Buy |
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|
2022
Q3 | $45.2M | Sell |
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|
2022
Q2 | $52M | Sell |
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|
2022
Q1 | $59.2M | Sell |
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|
2021
Q4 | $63.3M | Buy |
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|
2021
Q3 | $54.7M | Buy |
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|
2021
Q2 | $54.3M | Buy |
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|
2021
Q1 | $47.5M | Buy |
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|
2020
Q4 | $42.5M | Sell |
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|
2020
Q3 | $52.6M | Sell |
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|
2020
Q2 | $49.8M | Sell |
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|
2020
Q1 | $43.3M | Sell |
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|
2019
Q4 | $55M | Sell |
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|
2019
Q3 | $52.2M | Buy |
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|
2019
Q2 | $47.5M | Buy |
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|
2019
Q1 | $42.3M | Sell |
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|
2018
Q4 | $38.9M | Sell |
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|
2018
Q3 | $46.5M | Sell |
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|
2018
Q2 | $44.3M | Buy |
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|
2018
Q1 | $42.9M | Sell |
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|
2017
Q4 | $55.3M | Sell |
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|
2017
Q3 | $52.6M | Sell |
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|
2017
Q2 | $50.7M | Sell |
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|
2017
Q1 | $55.5M | Sell |
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|
2016
Q4 | $113M | Buy |
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