JSF 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
Q2 | $81.9M | Sell |
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|
2025
Q1 | $76.8M | Sell |
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|
2024
Q4 | $82.8M | Sell |
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|
2024
Q3 | $81.5M | Buy |
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|
2024
Q2 | $70.9M | Sell |
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|
2024
Q1 | $75.8M | Buy |
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|
2023
Q4 | $59.2M | Buy |
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|
2023
Q3 | $53.1M | Buy |
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|
2023
Q2 | $44.2M | Buy |
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|
2023
Q1 | $36.8M | Sell |
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|
2022
Q4 | $39.8M | Sell |
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|
2022
Q3 | $42.5M | Sell |
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|
2022
Q2 | $49.4M | Buy |
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|
2022
Q1 | $54.3M | Buy |
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|
2021
Q4 | $47M | Buy |
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|
2021
Q3 | $41.4M | Buy |
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|
2021
Q2 | $40.9M | Buy |
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|
2021
Q1 | $37.3M | Buy |
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|
2020
Q4 | $34.8M | Sell |
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|
2020
Q3 | $31.2M | Sell |
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|
2020
Q2 | $31M | Sell |
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|
2020
Q1 | $27M | Buy |
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|
2019
Q4 | $28.6M | Sell |
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|
2019
Q3 | $26.7M | Sell |
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|
2019
Q2 | $26.3M | Buy |
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|
2019
Q1 | $24.6M | Sell |
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|
2018
Q4 | $22.5M | Buy |
|