Jentner Corp’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 | $2.53M | Hold |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $923K | Hold |
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|
2023
Q3 | $830K | Sell |
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|
2023
Q2 | $866K | Hold |
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|
2023
Q1 | $799K | Sell |
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|
2022
Q4 | $757K | Sell |
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|
2022
Q3 | $710K | Hold |
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|
2022
Q2 | $750K | Hold |
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|
2022
Q1 | $898K | Buy |
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|
2021
Q4 | $939K | Hold |
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|
2021
Q3 | $848K | Hold |
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|
2021
Q2 | $847K | Hold |
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|
2021
Q1 | $783K | Hold |
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|
2020
Q4 | $739K | Hold |
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|
2020
Q3 | $662K | Hold |
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|
2020
Q2 | $610K | Hold |
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|
2020
Q1 | $509K | Hold |
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|
2019
Q4 | $636K | Hold |
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|
2019
Q3 | $588K | Hold |
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|
2019
Q2 | $580K | Hold |
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|
2019
Q1 | $560K | Hold |
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|
2018
Q4 | $495K | Hold |
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|
2018
Q3 | $576K | Hold |
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|
2018
Q2 | $538K | Hold |
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|
2018
Q1 | $523K | Hold |
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|
2017
Q4 | $531K | Hold |
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|
2017
Q3 | $498K | Hold |
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|
2017
Q2 | $479K | Hold |
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|
2017
Q1 | $467K | Buy |
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