JPL Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

JPL Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$371K	Sell
2025 Q1	$399K	Sell
2024 Q4	$448K	Buy
2024 Q2	$422K	Sell
2024 Q1	$438K	Buy
2023 Q4	$398K	Buy