Joule Financial’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 | $979K | Sell |
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|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.12M | Hold |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $967K | Hold |
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|
2024
Q1 | $929K | Sell |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $534K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $432K | Buy |
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