JWS
Juncture Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
2,713
-2
| -0.1% | -$1.24K | 0.6% | 32 |
|
|
2025
Q1 | $1.53M | Buy |
2,715
+41
| +2% | +$23K | 0.59% | 29 |
|
|
2024
Q4 | $1.57M | Buy |
2,674
+1,349
| +102% | +$794K | 0.59% | 29 |
|
|
2024
Q3 | $764K | Sell |
1,325
-23
| -2% | -$13.3K | 0.3% | 51 |
|
|
2024
Q2 | $738K | Buy |
1,348
+5
| +0.4% | +$2.74K | 0.31% | 50 |
|
|
2024
Q1 | $706K | Sell |
1,343
-10
| -0.7% | -$5.26K | 0.3% | 49 |
|
|
2023
Q4 | $646K | Sell |
1,353
-136
| -9% | -$65K | 0.29% | 63 |
|
|
2023
Q3 | $639K | Sell |
1,489
-15
| -1% | -$6.44K | 0.31% | 66 |
|
|
2023
Q2 | $670K | Sell |
1,504
-88
| -6% | -$39.2K | 0.31% | 66 |
|
|
2023
Q1 | $654K | Buy |
1,592
+5
| +0.3% | +$2.06K | 0.32% | 59 |
|
|
2022
Q4 | $610K | Sell |
1,587
-280
| -15% | -$108K | 0.29% | 59 |
|
|
2022
Q3 | $670K | Buy |
1,867
+648
| +53% | +$233K | 0.33% | 57 |
|
|
2022
Q2 | $462K | Buy |
1,219
+174
| +17% | +$65.9K | 0.23% | 71 |
|
|
2022
Q1 | $474K | Buy |
1,045
+30
| +3% | +$13.6K | 0.23% | 83 |
|
|
2021
Q4 | $484K | Buy |
1,015
+232
| +30% | +$111K | 0.23% | 86 |
|
|
2021
Q3 | $337K | Sell |
783
-645
| -45% | -$278K | 0.18% | 89 |
|
|
2021
Q2 | $635K | Buy |
+1,428
| New | +$635K | 0.37% | 61 |
|