Jordan Park Group’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 | $592K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $980K | Hold |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.3M | Hold |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.8M | Hold |
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|
2021
Q4 | $1.9M | Hold |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $2.14M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
|