Johnson Bixby & Associates’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 | $976K | Buy |
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|
2025
Q2 | $871K | Buy |
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|
2025
Q1 | $779K | Hold |
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|
2024
Q4 | $817K | Sell |
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|
2024
Q3 | $801K | Sell |
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|
2024
Q2 | $899K | Hold |
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|
2024
Q1 | $864K | Hold |
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|
2023
Q4 | $785K | Hold |
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|
2023
Q3 | $706K | Hold |
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|
2023
Q2 | $732K | Hold |
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|
2023
Q1 | $675K | Hold |
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|
2022
Q4 | $631K | Hold |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $612K | Hold |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $791K | Hold |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | $723K | Sell |
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|
2021
Q1 | $680K | Sell |
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|
2020
Q4 | $644K | Buy |
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