JFS Wealth Advisors’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 | $48M | Buy |
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|
2025
Q1 | $42.8M | Buy |
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|
2024
Q4 | $42.2M | Buy |
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|
2024
Q3 | $40.3M | Buy |
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|
2024
Q2 | $34.7M | Buy |
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|
2024
Q1 | $32.6M | Sell |
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|
2023
Q4 | $30.4M | Sell |
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|
2023
Q3 | $28.8M | Buy |
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|
2023
Q2 | $28.1M | Buy |
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|
2023
Q1 | $25.1M | Buy |
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|
2022
Q4 | $23.3M | Buy |
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|
2022
Q3 | $20M | Buy |
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|
2022
Q2 | $20.3M | Buy |
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|
2022
Q1 | $22.6M | Buy |
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|
2021
Q4 | $22.4M | Buy |
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|
2021
Q3 | $18.1M | Buy |
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|
2021
Q2 | $7.89M | Buy |
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|
2021
Q1 | $6.3M | Buy |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $4.1M | Sell |
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|
2020
Q2 | $4.21M | Sell |
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|
2020
Q1 | $3.58M | Buy |
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|
2019
Q4 | $4.23M | Buy |
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|
2019
Q3 | $3.84M | Buy |
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|
2019
Q2 | $3.66M | Buy |
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|
2019
Q1 | $1.26M | Buy |
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|
2018
Q4 | $799K | Buy |
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|
2018
Q3 | $718K | Buy |
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|
2018
Q2 | $491K | Sell |
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|
2018
Q1 | $586K | Buy |
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|
2017
Q4 | $437K | Buy |
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|
2017
Q3 | $255K | Buy |
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|
2017
Q2 | $185K | Hold |
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|
2017
Q1 | $171K | Hold |
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|
2016
Q4 | $171K | Buy |
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|
2016
Q3 | $139K | Buy |
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|
2016
Q2 | $89K | Buy |
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|
2016
Q1 | $85K | Sell |
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|
2015
Q4 | $171K | Buy |
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|
2015
Q3 | $79K | Hold |
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|
2015
Q2 | $85K | Sell |
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|
2015
Q1 | $149K | Sell |
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|
2014
Q4 | $169K | Buy |
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|
2014
Q3 | $161K | Buy |
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|
2014
Q2 | $158K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $728K | Buy |
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|
2013
Q3 | $577K | Buy |
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|
2013
Q2 | $517K | Buy |
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