JTC Employer Solutions Trustee’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 | $4.7M | Hold |
|
|||||
|
2025
Q2 | $4.36M | Hold |
|
|||||
|
2025
Q1 | $3.95M | Hold |
|
|||||
|
2024
Q4 | $4.15M | Hold |
|
|||||
|
2024
Q3 | $4.05M | Sell |
|
|||||
|
2024
Q2 | $32.5M | Hold |
|
|||||
|
2024
Q1 | $31.2M | Hold |
|
|||||
|
2023
Q4 | $28.4M | Buy |
|
|||||
|
2023
Q3 | $21.1M | Buy |
|
|||||
|
2023
Q2 | $3.22M | Sell |
|
|||||
|
2023
Q1 | $3.08M | Sell |
|
|||||
|
2022
Q4 | $2.95M | Hold |
|
|||||
|
2022
Q3 | $2.75M | Buy |
|
|||||
|
2022
Q2 | $2.74M | Hold |
|
|||||
|
2022
Q1 | $3.27M | Hold |
|
|||||
|
2021
Q4 | $3.44M | Hold |
|
|||||
|
2021
Q3 | $3.11M | Buy |
|
|||||
|
2021
Q2 | $1.46M | Buy |
|