JWM
JPL Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
598
-113
| -16% | -$70.1K | 0.1% | 97 |
|
|
2025
Q1 | $399K | Sell |
711
-50
| -7% | -$28.1K | 0.11% | 93 |
|
|
2024
Q4 | $448K | Buy |
+761
| New | +$448K | 0.13% | 98 |
|
|
2024
Q2 | $422K | Sell |
772
-61
| -7% | -$33.4K | 0.21% | 81 |
|
|
2024
Q1 | $438K | Buy |
833
+1
| +0.1% | +$525 | 0.24% | 82 |
|
|
2023
Q4 | $398K | Buy |
+832
| New | +$398K | 0.29% | 81 |
|