Juncture Wealth Strategies’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 | $1.87M | Buy |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $738K | Buy |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $654K | Buy |
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|
2022
Q4 | $610K | Sell |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $484K | Buy |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $635K | Buy |
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