JD Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$517K	Sell	1,084 -46	-4%	-$21.9K	0.43%	22
2021 Q3	$487K	Sell	1,130 -3	-0.3%	-$1.29K	0.44%	22
2021 Q2	$487K	Sell	1,133 -538	-32%	-$231K	0.45%	22
2021 Q1	$665K	Sell	1,671 -1,379	-45%	-$549K	0.84%	22
2020 Q4	$1.15M	Buy	+3,050	New	+$1.15M	1.25%	12