JDM Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
24,404
-32
| -0.1% | -$19.9K | 7.15% | 4 |
|
|
2025
Q1 | $13.7M | Sell |
24,436
-230
| -0.9% | -$129K | 6.97% | 5 |
|
|
2024
Q4 | $14.5M | Sell |
24,666
-106
| -0.4% | -$62.4K | 7.55% | 4 |
|
|
2024
Q3 | $14.3M | Sell |
24,772
-7,495
| -23% | -$4.32M | 7.77% | 4 |
|
|
2024
Q2 | $17.7M | Buy |
32,267
+72
| +0.2% | +$39.4K | 11.93% | 2 |
|
|
2024
Q1 | $16.9M | Buy |
32,195
+1,100
| +4% | +$578K | 12.34% | 2 |
|
|
2023
Q4 | $14.9M | Sell |
31,095
-369
| -1% | -$176K | 12.32% | 2 |
|
|
2023
Q3 | $13.5M | Sell |
31,464
-49
| -0.2% | -$21K | 12.46% | 2 |
|
|
2023
Q2 | $14M | Buy |
31,513
+69
| +0.2% | +$30.8K | 12.2% | 2 |
|
|
2023
Q1 | $12.9M | Sell |
31,444
-1,412
| -4% | -$580K | 11.91% | 2 |
|
|
2022
Q4 | $12.6M | Buy |
+32,856
| New | +$12.6M | 12.08% | 2 |
|