JNBA Financial 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 | $149M | Buy |
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|
2025
Q1 | $124M | Sell |
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|
2024
Q4 | $158M | Buy |
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|
2024
Q3 | $144M | Buy |
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|
2024
Q2 | $119M | Buy |
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|
2024
Q1 | $89.6M | Buy |
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|
2023
Q4 | $12.8M | Buy |
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|
2023
Q3 | $4.01M | Sell |
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|
2023
Q2 | $4.63M | Sell |
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|
2023
Q1 | $4.33M | Sell |
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|
2022
Q4 | $4.18M | Sell |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $4.42M | Sell |
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|
2022
Q1 | $5.37M | Sell |
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|
2021
Q4 | $7.06M | Buy |
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|
2021
Q3 | $6.34M | Sell |
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|
2021
Q2 | $6.41M | Sell |
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|
2021
Q1 | $6.14M | Sell |
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|
2020
Q4 | $6.07M | Sell |
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|
2020
Q3 | $5.59M | Sell |
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|
2020
Q2 | $5.3M | Sell |
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|
2020
Q1 | $7.55M | Sell |
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|
2019
Q4 | $10.5M | Sell |
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|
2019
Q3 | $11.4M | Sell |
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|
2019
Q2 | $11.9M | Sell |
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|
2019
Q1 | $12.2M | Sell |
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|
2018
Q4 | $13.7M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $36M | Sell |
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|
2018
Q1 | $36.4M | Sell |
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|
2017
Q4 | $39.7M | Buy |
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|
2017
Q3 | $36.6M | Buy |
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|
2017
Q2 | $840K | Sell |
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|
2017
Q1 | $971K | Sell |
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|
2016
Q4 | $1.25M | Buy |
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|
2016
Q3 | $812K | Sell |
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|
2016
Q2 | $25.3M | Buy |
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|
2016
Q1 | $5.03M | Sell |
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|
2015
Q4 | $6.48M | Sell |
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|
2015
Q3 | $6.13M | Sell |
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|
2015
Q2 | $30.6M | Buy |
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|
2015
Q1 | $28.2M | Buy |
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|
2014
Q4 | $24M | Buy |
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|
2014
Q3 | $14.4M | Buy |
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|
2014
Q2 | $5.6M | Buy |
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|
2014
Q1 | $178K | Hold |
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|
2013
Q4 | $175K | Sell |
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|
2013
Q3 | $173K | Buy |
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|
2013
Q2 | $152K | Buy |
|