Journey Advisory 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
Q2 | $6.24M | Buy |
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|
2025
Q1 | $5.35M | Buy |
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|
2024
Q4 | $4.54M | Hold |
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|
2024
Q3 | $4.54M | Hold |
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|
2024
Q2 | $4.54M | Buy |
|
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|
2024
Q1 | $4.06M | Sell |
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|
2023
Q4 | $3.79M | Buy |
|
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|
2023
Q3 | $3.33M | Sell |
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|
2023
Q2 | $4.11M | Buy |
|
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|
2023
Q1 | $3.53M | Buy |
|
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $4.29M | Sell |
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|
2022
Q2 | $5.3M | Buy |
|
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|
2022
Q1 | $5.51M | Buy |
|
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|
2021
Q4 | $4.49M | Buy |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.77M | Buy |
|