JBA
Johnson Bixby & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
1,403
+16
| +1% | +$9.94K | 0.12% | 52 |
|
|
2025
Q1 | $779K | Hold |
1,387
| – | – | 0.12% | 51 |
|
|
2024
Q4 | $817K | Sell |
1,387
-2
| -0.1% | -$1.18K | 0.12% | 52 |
|
|
2024
Q3 | $801K | Sell |
1,389
-254
| -15% | -$147K | 0.12% | 49 |
|
|
2024
Q2 | $899K | Hold |
1,643
| – | – | 0.15% | 47 |
|
|
2024
Q1 | $864K | Hold |
1,643
| – | – | 0.15% | 48 |
|
|
2023
Q4 | $785K | Hold |
1,643
| – | – | 0.15% | 51 |
|
|
2023
Q3 | $706K | Hold |
1,643
| – | – | 0.15% | 49 |
|
|
2023
Q2 | $732K | Hold |
1,643
| – | – | 0.15% | 50 |
|
|
2023
Q1 | $675K | Hold |
1,643
| – | – | 0.15% | 50 |
|
|
2022
Q4 | $631K | Hold |
1,643
| – | – | 0.15% | 52 |
|
|
2022
Q3 | $589K | Buy |
1,643
+29
| +2% | +$10.4K | 0.15% | 53 |
|
|
2022
Q2 | $612K | Hold |
1,614
| – | – | 0.15% | 49 |
|
|
2022
Q1 | $732K | Sell |
1,614
-45
| -3% | -$20.4K | 0.19% | 41 |
|
|
2021
Q4 | $791K | Hold |
1,659
| – | – | 0.21% | 38 |
|
|
2021
Q3 | $715K | Buy |
1,659
+21
| +1% | +$9.05K | 0.21% | 36 |
|
|
2021
Q2 | $723K | Sell |
1,638
-73
| -4% | -$32.2K | 0.21% | 35 |
|
|
2021
Q1 | $680K | Sell |
1,711
-5
| -0.3% | -$1.99K | 0.21% | 35 |
|
|
2020
Q4 | $644K | Buy |
+1,716
| New | +$644K | 0.21% | 34 |
|