Johnson Financial Group LLC (Colorado)’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 | $3.56M | Buy |
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|
2025
Q2 | $1.84M | Hold |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $891K | Buy |
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|
2024
Q2 | $532K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.56M | Hold |
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|
2020
Q4 | $1.47M | Buy |
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