Journey Strategic Wealth’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 | $345M | Buy |
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|
2025
Q2 | $319M | Sell |
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|
2025
Q1 | $295M | Buy |
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|
2024
Q4 | $289M | Buy |
|
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|
2024
Q3 | $273M | Buy |
|
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|
2024
Q2 | $256M | Buy |
|
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|
2024
Q1 | $221M | Buy |
|
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|
2023
Q4 | $187M | Sell |
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|
2023
Q3 | $186M | Sell |
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|
2023
Q2 | $193M | Buy |
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|
2023
Q1 | $177M | Buy |
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|
2022
Q4 | $164M | Buy |
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|
2022
Q3 | $148M | Buy |
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|
2022
Q2 | $155M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $167M | Buy |
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