JGP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $94.4M | Buy |
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|
2025
Q2 | $81.1M | Sell |
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|
2025
Q1 | $75.9M | Buy |
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|
2024
Q4 | $50.3M | Buy |
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|
2024
Q3 | $32.9M | Buy |
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|
2024
Q2 | $26.3M | Buy |
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|
2024
Q1 | $7.01M | Buy |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $1.49M | Hold |
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|
2022
Q4 | $1.39M | Hold |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.4M | Hold |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $965K | Buy |
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|
2021
Q2 | $798K | Buy |
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|
2021
Q1 | $597K | Buy |
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|
2020
Q4 | $318K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $242K | Hold |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $231K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $251K | Buy |
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