JT Stratford LLC’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 | $5.71M | Sell |
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|
2025
Q1 | $5.23M | Sell |
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|
2024
Q4 | $6.77M | Buy |
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|
2024
Q3 | $6.15M | Sell |
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|
2024
Q2 | $6.06M | Buy |
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|
2024
Q1 | $5.17M | Sell |
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|
2023
Q4 | $5.79M | Sell |
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|
2023
Q3 | $5.32M | Buy |
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|
2023
Q2 | $2.78M | Buy |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $9.06M | Buy |
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|
2022
Q3 | $7.49M | Buy |
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|
2022
Q2 | $7.81M | Buy |
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|
2022
Q1 | $8.3M | Buy |
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|
2021
Q4 | $8.37M | Buy |
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|
2021
Q3 | $7.38M | Sell |
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|
2021
Q2 | $8.67M | Buy |
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|
2021
Q1 | $7.87M | Sell |
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|
2020
Q4 | $8.25M | Buy |
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|
2020
Q3 | $6.52M | Buy |
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|
2020
Q2 | $4.08M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.04M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.95M | Buy |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $1.95M | Buy |
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